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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,426,175 | +11.9% | 64,724 | +16.3% | 0.06% | +11.3% |
Q2 2023 | $1,274,504 | -4.1% | 55,638 | -2.1% | 0.05% | -14.5% |
Q1 2023 | $1,329,551 | +5.4% | 56,848 | +2.4% | 0.06% | -3.1% |
Q4 2022 | $1,261,277 | +2.9% | 55,517 | +3.1% | 0.06% | -7.2% |
Q3 2022 | $1,226,000 | -3.0% | 53,845 | +1.8% | 0.07% | 0.0% |
Q2 2022 | $1,264,000 | – | 52,885 | – | 0.07% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Jordan Park Group LLC | 12,636,019 | $337,129,000 | 24.16% |
ERTS Wealth Advisors, LLC | 2,159,629 | $57,589,000 | 13.74% |
3EDGE Asset Management, LP | 4,982,534 | $132,934,000 | 11.38% |
PRUDENT INVESTORS NETWORK, INC. | 854,098 | $22,787,000 | 10.74% |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5,808,127 | $154,961,000 | 9.95% |
Antonetti Capital Management LLC | 460,574 | $12,288,000 | 9.62% |
CLIENT 1ST ADVISORY GROUP, LLC | 705,809 | $18,831,000 | 9.19% |
Avondale Wealth Management | 304,591 | $8,126,000 | 8.22% |
Tri-Star Advisors Inc. | 730,929 | $19,074,000 | 8.00% |
ACCESS FINANCIAL SERVICES, INC. | 644,349 | $17,191,000 | 7.73% |