IEQ CAPITAL, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 613 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$308,790
-3.1%
14,010
+0.7%
0.01%0.0%
Q2 2023$318,515
-6.8%
13,909
-4.9%
0.01%
-25.0%
Q1 2023$341,885
+17.1%
14,623
+13.7%
0.01%0.0%
Q4 2022$292,081
+0.7%
12,856
+0.8%
0.01%0.0%
Q3 2022$290,000
-4.6%
12,759
+0.4%
0.01%
-11.1%
Q2 2022$304,000
-91.8%
12,703
-91.4%
0.01%
-89.8%
Q1 2022$3,685,000147,9280.09%
Other shareholders
ISHARES TR shareholders Q4 2022
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