Western Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 14 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
Western Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$303,217
-45.0%
13,758
-42.8%
0.03%
-44.7%
Q2 2023$551,190
+7.1%
24,070
+9.4%
0.05%
-2.1%
Q1 2023$514,480
+48.7%
22,006
+44.5%
0.05%
+37.1%
Q4 2022$345,956
-77.8%
15,226
-77.7%
0.04%
-60.7%
Q3 2022$1,558,000
+23.5%
68,271
+29.3%
0.09%
+23.6%
Q2 2022$1,262,000
+154.4%
52,816
+165.1%
0.07%
+200.0%
Q1 2022$496,000
-55.2%
19,924
-52.1%
0.02%
-78.0%
Q4 2021$1,108,000
+1.8%
41,598
+1.6%
0.11%
-2.7%
Q2 2021$1,088,000
+281.8%
40,949
+276.1%
0.11%
+194.7%
Q1 2021$285,000
-16.4%
10,889
-13.0%
0.04%
-24.0%
Q4 2020$341,000
-66.4%
12,523
-65.6%
0.05%
-69.9%
Q3 2020$1,016,000
+5.1%
36,360
+5.2%
0.17%
-5.1%
Q2 2020$967,000
+54.0%
34,557
+54.3%
0.18%
+21.5%
Q1 2020$628,000
+185.5%
22,390
+163.9%
0.14%
+336.4%
Q4 2019$220,000
-35.5%
8,483
-34.3%
0.03%
-53.5%
Q3 2019$341,000
+29.2%
12,908
+25.7%
0.07%
+102.9%
Q2 2019$264,00010,2710.04%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders