Arkadios Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 693 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 50.37 and the average weighting 0.9%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$411,939
+18.3%
18,252
+20.7%
0.03%
-3.4%
Q4 2023$348,270
-17.7%
15,116
-21.3%
0.03%
-27.5%
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 ↓
PEAVINE CAPITAL, LLC 9,848,623$224,253,14656.62%
Morningstar Investment Management LLC 7,496,170$170,68818.51%
Hoese & Co LLP 792,249$17,936,40416.37%
Fund Evaluation Group, LLC 10,748,080$244,73415.32%
Crane Advisory, LLC 3,306,537$74,595,47515.04%
Nationwide Fund Advisors 5,497,558$125,179,39613.56%
Heirloom Wealth Management 1,506,280$34,297,99611.68%
Cook Wealth, LLC 789,408$17,548,54010.55%
PRAIRIEVIEW WEALTH PARTNERS, LLC 482,501$10,986,5489.97%
SYM FINANCIAL Corp 2,650,947$60,362,0549.96%
View complete list of ISHARES TR shareholders