Lineweaver Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 627 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.17 and the average weighting 0.7%.

Quarter-by-quarter ownership
Lineweaver Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,879,159
-2.8%
493,600
+1.0%
3.16%
-0.8%
Q2 2023$11,190,924
-1.1%
488,666
+1.0%
3.19%
-8.2%
Q1 2023$11,315,760
-1.9%
483,975
-4.6%
3.48%
-0.5%
Q4 2022$11,531,309
-0.6%
507,504
-0.4%
3.49%
-7.1%
Q3 2022$11,597,000
+14.9%
509,319
+25.7%
3.76%
+30.4%
Q1 2022$10,092,000
+30.6%
405,161
+39.9%
2.88%
+29.5%
Q4 2021$7,728,000
-57.5%
289,669
-57.7%
2.23%
-59.9%
Q3 2021$18,188,000
+4.6%
685,576
+4.8%
5.55%
-2.7%
Q2 2021$17,394,000
+13.2%
653,923
+11.4%
5.70%
+4.6%
Q1 2021$15,369,000
+17.8%
586,832
+22.6%
5.45%
+6.6%
Q4 2020$13,042,000
-1.4%
478,805
+1.2%
5.12%
-13.4%
Q3 2020$13,226,000
+2.6%
473,033
+2.7%
5.91%
-9.8%
Q2 2020$12,888,000
-29.4%
460,451
-29.2%
6.55%
-42.9%
Q1 2020$18,260,000
+0.4%
650,602
-7.2%
11.47%
+11.8%
Q4 2019$18,184,000701,03110.26%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders