ISHARES TR's ticker is IGOV and the CUSIP is 464288117. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,770 | +1.5% | 46,946 | +7.5% | 0.41% | +8.7% |
| Q2 2023 | $1,743 | +61.4% | 43,659 | +67.1% | 0.38% | +64.2% |
| Q1 2023 | $1,080 | +1.3% | 26,124 | -1.1% | 0.23% | -2.9% |
| Q4 2022 | $1,066 | -99.9% | 26,423 | +33.5% | 0.24% | +19.5% |
| Q3 2022 | $760,000 | +19.5% | 19,788 | +27.3% | 0.20% | +32.5% |
| Q2 2022 | $636,000 | +17.3% | 15,547 | +36.5% | 0.15% | +42.5% |
| Q1 2022 | $542,000 | -24.5% | 11,390 | -17.9% | 0.11% | -34.6% |
| Q4 2021 | $718,000 | +39.1% | 13,878 | +38.0% | 0.16% | +20.0% |
| Q3 2021 | $516,000 | – | 10,054 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wilshire Advisors LLC | 118,294 | $5,826,000 | 5.16% |
| FormulaFolio Investments, LLC | 1,070,480 | $52,721,000 | 4.04% |
| LEUTHOLD GROUP, LLC | 457,054 | $22,510,000 | 2.27% |
| Checchi Capital Advisers, LLC | 351,596 | $17,316,000 | 1.75% |
| Family Firm, Inc. | 84,934 | $4,183,000 | 1.74% |
| Financial Advisors Network, Inc. | 41,203 | $2,029,000 | 1.61% |
| Brookstone Capital Management | 209,352 | $10,311,000 | 0.93% |
| Compagnie Lombard Odier SCmA | 509,461 | $25,091,000 | 0.89% |
| VICUS CAPITAL | 88,401 | $4,354,000 | 0.84% |
| Personal Capital Advisors Corp | 658,732 | $32,443,000 | 0.63% |