Arkadios Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 14 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.

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 2023
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