Meridian Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 567 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.1%.

Quarter-by-quarter ownership
Meridian Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$8,681,779
+2.6%
382,121
+2.8%
2.01%
-5.1%
Q3 2022$8,459,000
+8359.0%
371,643
+9641.6%
2.12%
+6956.7%
Q1 2021$100,000
-3.8%
3,8150.0%0.03%
-30.2%
Q4 2020$104,000
-43.5%
3,815
-42.0%
0.04%
-53.8%
Q3 2020$184,0000.0%6,5780.0%0.09%
-6.1%
Q2 2020$184,0000.0%6,5780.0%0.10%
-9.2%
Q1 2020$184,000
-23.0%
6,578
-28.5%
0.11%
-26.8%
Q4 2019$239,0009,2010.15%
Other shareholders
ISHARES TR shareholders Q3 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