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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $7,208,000 | -22.1% | 270,174 | -22.5% | 2.10% | -25.2% |
| Q3 2021 | $9,250,000 | -1.3% | 348,648 | -1.0% | 2.81% | -2.7% |
| Q2 2021 | $9,370,000 | -18.7% | 352,263 | -20.0% | 2.88% | -21.8% |
| Q1 2021 | $11,525,000 | -55.4% | 440,068 | -53.7% | 3.69% | -54.6% |
| Q4 2020 | $25,867,000 | -1.3% | 949,602 | +1.3% | 8.12% | -12.9% |
| Q3 2020 | $26,207,000 | +106.6% | 937,650 | +106.9% | 9.32% | +87.1% |
| Q2 2020 | $12,685,000 | -40.1% | 453,175 | -40.1% | 4.98% | -53.3% |
| Q1 2020 | $21,189,000 | +35.5% | 756,279 | +25.4% | 10.68% | +30.7% |
| Q4 2019 | $15,641,000 | – | 602,981 | – | 8.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Antonetti Capital Management LLC | 534,175 | $11,773,224 | 18.39% |
| Hoese & Co LLP | 765,533 | $16,864,576 | 17.28% |
| Heirloom Wealth Management | 1,591,598 | $35,078,820 | 15.59% |
| Nationwide Fund Advisors | 5,761,302 | $126,979,096 | 13.88% |
| Fund Evaluation Group, LLC | 5,855,554 | $129,056 | 11.47% |
| ERTS Wealth Advisors, LLC | 2,119,842 | $46,721,315 | 11.25% |
| Crane Advisory, LLC | 1,895,834 | $41,641,995 | 10.44% |
| COOK WEALTH MANAGEMENT GROUP LLC | 620,159 | $13,519,466 | 10.37% |
| ACCESS FINANCIAL SERVICES, INC. | 757,595 | $16,697,394 | 10.00% |
| Spectrum Asset Management, Inc. (NB/CA) | 785,340 | $17,308,900 | 9.09% |