ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 369 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,437,083 | -73.6% | 155,948 | -72.5% | 0.50% | -73.5% |
| Q2 2023 | $13,008,952 | +4.5% | 568,077 | +6.7% | 1.88% | -5.4% |
| Q1 2023 | $12,446,846 | +49.7% | 532,372 | +45.5% | 1.99% | +36.3% |
| Q4 2022 | $8,313,918 | -54.7% | 365,930 | -54.7% | 1.46% | -62.2% |
| Q3 2022 | $18,365,000 | +48.7% | 806,902 | +56.2% | 3.86% | +41.1% |
| Q2 2022 | $12,350,000 | +35.5% | 516,740 | +41.3% | 2.73% | +50.2% |
| Q1 2022 | $9,113,000 | +18.0% | 365,825 | +26.4% | 1.82% | +18.2% |
| Q4 2021 | $7,723,000 | +13.2% | 289,470 | +12.5% | 1.54% | +6.4% |
| Q3 2021 | $6,824,000 | -37.2% | 257,215 | -37.1% | 1.45% | -42.4% |
| Q2 2021 | $10,871,000 | +4.4% | 408,691 | +2.8% | 2.51% | -8.4% |
| Q1 2021 | $10,416,000 | +49.6% | 397,726 | +55.6% | 2.74% | +36.0% |
| Q4 2020 | $6,962,000 | +19.4% | 255,570 | +22.5% | 2.02% | -7.6% |
| Q3 2020 | $5,831,000 | +53.4% | 208,629 | +53.6% | 2.18% | +32.0% |
| Q2 2020 | $3,801,000 | +68.7% | 135,782 | +68.8% | 1.65% | +21.6% |
| Q1 2020 | $2,253,000 | +26.4% | 80,429 | +17.1% | 1.36% | +46.1% |
| Q4 2019 | $1,782,000 | – | 68,692 | – | 0.93% | – |
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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% |