RDA Financial Network - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 562 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
RDA Financial Network ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$425,390
-14.4%
18,576
-12.6%
0.18%
-21.1%
Q1 2023$497,059
+9.9%
21,260
+6.8%
0.23%0.0%
Q4 2022$452,310
-37.5%
19,908
-37.5%
0.23%
-42.5%
Q3 2022$724,000
+28.4%
31,828
+34.9%
0.40%
+38.6%
Q2 2022$564,000
+18.2%
23,598
+23.2%
0.28%
+41.8%
Q1 2022$477,000
+31.4%
19,153
+40.6%
0.20%
+35.8%
Q4 2021$363,000
-0.5%
13,622
-1.1%
0.15%
-8.1%
Q3 2021$365,000
+13.4%
13,773
+13.9%
0.16%
+13.4%
Q2 2021$322,000
-52.4%
12,090
-53.2%
0.14%
-51.0%
Q1 2021$676,000
-2.2%
25,827
+1.8%
0.29%
-6.8%
Q4 2020$691,000
-42.5%
25,361
-41.0%
0.31%
-42.9%
Q3 2020$1,202,000
-7.5%
43,015
-7.4%
0.54%
-15.9%
Q2 2020$1,300,000
-12.5%
46,430
-12.5%
0.65%
-27.8%
Q1 2020$1,486,000
+0.3%
53,063
-5.2%
0.90%
+49.0%
Q4 2019$1,481,000
+36.6%
55,948
+34.8%
0.60%
+30.0%
Q3 2019$1,084,000
+27.7%
41,510
+25.6%
0.46%
+21.2%
Q2 2019$849,00033,0470.38%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders