Golden State Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 499 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Golden State Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$384,000
-54.4%
15,416
-51.2%
0.08%
-48.3%
Q4 2021$842,000
+50.6%
31,578
+49.9%
0.14%
+18.9%
Q3 2021$559,000
-2.1%
21,071
-1.8%
0.12%
-3.2%
Q2 2021$571,000
-16.5%
21,463
-17.9%
0.13%
-44.2%
Q1 2021$684,000
-32.7%
26,150
-30.0%
0.23%
-23.4%
Q4 2020$1,017,000
+57.2%
37,349
+61.3%
0.30%
+36.6%
Q3 2020$647,000
+59.4%
23,161
+59.9%
0.22%
+20.7%
Q1 2020$406,000
-5.4%
14,486
-11.1%
0.18%
+26.1%
Q3 2019$429,000
+1.4%
16,296
-0.6%
0.14%
+6.0%
Q2 2019$423,000
-34.2%
16,399
-35.6%
0.13%
-37.7%
Q1 2019$643,00025,4780.22%
Other shareholders
ISHARES TR shareholders Q4 2020
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