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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $729,553 | +4.5% | 33,101 | +8.5% | 0.03% | -3.7% |
| Q2 2023 | $698,374 | +6.0% | 30,497 | +8.2% | 0.03% | -3.6% |
| Q1 2023 | $658,846 | -17.5% | 28,180 | -19.8% | 0.03% | -20.0% |
| Q4 2022 | $798,142 | -4.0% | 35,129 | -3.8% | 0.04% | -10.3% |
| Q3 2022 | $831,000 | +28.0% | 36,521 | +34.5% | 0.04% | +25.8% |
| Q2 2022 | $649,000 | +5.4% | 27,144 | +17.5% | 0.03% | +19.2% |
| Q4 2021 | $616,000 | +23.4% | 23,104 | +22.8% | 0.03% | +8.3% |
| Q3 2021 | $499,000 | +1.2% | 18,819 | +1.3% | 0.02% | 0.0% |
| Q2 2021 | $493,000 | -3.1% | 18,583 | -4.2% | 0.02% | -17.2% |
| Q1 2021 | $509,000 | +5.6% | 19,395 | +9.7% | 0.03% | -17.1% |
| Q4 2020 | $482,000 | -17.3% | 17,686 | -15.2% | 0.04% | -32.7% |
| Q3 2020 | $583,000 | +7.6% | 20,845 | +7.7% | 0.05% | -3.7% |
| Q2 2020 | $542,000 | +80.1% | 19,352 | +79.8% | 0.05% | +31.7% |
| Q1 2020 | $301,000 | – | 10,764 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jordan Park Group LLC | 12,074,661 | $320,341,000 | 14.96% |
| ERTS Wealth Advisors, LLC | 2,047,943 | $54,327,000 | 14.25% |
| CLIENT 1ST ADVISORY GROUP, LLC | 782,153 | $20,751,000 | 10.59% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5,532,426 | $146,775,000 | 10.02% |
| Antonetti Capital Management LLC | 446,948 | $11,858,000 | 9.67% |
| Tri-Star Advisors Inc. | 719,695 | $19,079,000 | 8.38% |
| Williams Financial, LLC | 330,264 | $8,762,000 | 7.58% |
| Avondale Wealth Management | 288,128 | $7,644,000 | 7.46% |
| Legacy Financial Advisors, Inc. | 1,108,076 | $29,397,000 | 7.21% |
| Tennessee Valley Asset Management Partners | 672,062 | $17,830,000 | 6.77% |