Arkadios Wealth Advisors - 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
Arkadios Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$423,420
+48.6%
19,211
+53.5%
0.04%
-7.0%
Q3 2022$285,000
+216.7%
12,516
+267.4%
0.04%
+230.8%
Q3 2021$90,000
+4.7%
3,407
+5.1%
0.01%
+30.0%
Q2 2021$86,000
+26.5%
3,241
+24.7%
0.01%
-9.1%
Q1 2021$68,000
+126.7%
2,599
+129.0%
0.01%
+83.3%
Q4 2020$30,000
-99.9%
1,135
+0.7%
0.01%
-62.5%
Q3 2020$31,378,000
+32.1%
1,127
+33.2%
0.02%
+23.1%
Q2 2020$23,759,000
-8.9%
846
-9.1%
0.01%
-23.5%
Q1 2020$26,077,000
+0.8%
931
-5.0%
0.02%
+13.3%
Q4 2019$25,874,0009800.02%
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