Beacon Financial Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 562 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
Beacon Financial Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$473,993
+2.1%
20,698
+4.2%
0.27%
-7.8%
Q1 2023$464,239
+76.5%
19,856
+71.5%
0.30%
+56.9%
Q4 2022$263,080
-60.9%
11,579
-60.8%
0.19%
-60.8%
Q3 2022$672,000
+17.7%
29,507
+23.6%
0.48%
+47.4%
Q2 2022$571,000
-14.6%
23,875
-11.0%
0.32%
+1.6%
Q1 2022$669,000
-6.0%
26,837
+0.5%
0.32%
-2.7%
Q4 2021$712,000
+4.7%
26,703
+4.2%
0.33%
-6.8%
Q3 2021$680,000
-40.2%
25,638
-40.1%
0.35%
-42.2%
Q2 2021$1,138,000
+39.1%
42,787
+36.9%
0.61%
+30.6%
Q1 2021$818,000
+34.5%
31,252
+39.9%
0.47%
+18.5%
Q4 2020$608,000
+12.8%
22,341
+15.8%
0.40%
-15.6%
Q3 2020$539,000
+83.3%
19,286
+83.3%
0.47%
+46.2%
Q2 2020$294,000
-25.4%
10,522
-25.3%
0.32%
-36.1%
Q1 2020$394,00014,0790.50%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders