ATTICUS WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 613 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.

Quarter-by-quarter ownership
ATTICUS WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$69
-2.8%
30.0%0.00%
Q1 2023$71
+4.4%
30.0%0.00%
Q4 2022$68
-99.9%
3
-99.9%
0.00%
-100.0%
Q3 2022$85,0000.0%3,5710.0%0.04%
+17.1%
Q2 2022$85,000
-69.5%
3,571
-68.1%
0.04%
-65.7%
Q1 2022$279,000
+675.0%
11,199
+732.6%
0.10%
+628.6%
Q4 2021$36,0000.0%1,345
-0.1%
0.01%
-12.5%
Q3 2021$36,000
-23.4%
1,346
-24.0%
0.02%
-20.0%
Q2 2021$47,000
-32.9%
1,771
-33.9%
0.02%
-39.4%
Q1 2021$70,000
-95.2%
2,679
-95.0%
0.03%
-95.5%
Q4 2020$1,456,000
-2.2%
53,459
+0.4%
0.73%
-17.4%
Q3 2020$1,488,000
+10.5%
53,239
+10.7%
0.89%
-0.2%
Q2 2020$1,346,000
+19128.6%
48,106
+20112.6%
0.89%
+14716.7%
Q1 2020$7,0002380.01%
Other shareholders
ISHARES TR shareholders Q4 2022
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