Parcion Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 607 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 16.37 and the average weighting 0.8%.

Quarter-by-quarter ownership
Parcion Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$945,560
-20.5%
42,902
-17.4%
0.10%
-18.3%
Q2 2023$1,190,090
-7.1%
51,969
-5.1%
0.12%
-10.4%
Q1 2023$1,280,593
-16.6%
54,773
-18.9%
0.13%
-19.3%
Q4 2022$1,534,713
-74.2%
67,549
-74.2%
0.17%
-75.1%
Q3 2022$5,956,000
-40.6%
261,690
-36.9%
0.67%
-32.7%
Q2 2022$10,029,000414,4040.99%
Other shareholders
ISHARES TR shareholders Q1 2023
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