Perennial Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 510 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.

Quarter-by-quarter ownership
Perennial Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$407,773
+8.7%
17,807
+11.0%
0.07%
+2.9%
Q1 2023$375,144
-28.7%
16,045
-30.6%
0.07%
-70.7%
Q3 2022$526,000
+28.3%
23,124
+33.8%
0.24%
+49.4%
Q2 2022$410,000
-14.4%
17,277
-10.6%
0.16%
+6.0%
Q1 2022$479,000
+17.4%
19,315
+25.4%
0.15%
+4.9%
Q3 2021$408,000
-24.2%
15,400
-23.9%
0.14%
-26.5%
Q2 2021$538,000
+0.7%
20,233
-0.8%
0.20%
-7.1%
Q1 2021$534,000
+37.6%
20,386
+43.2%
0.21%
+27.1%
Q4 2020$388,000
-18.7%
14,234
-16.5%
0.17%
-30.5%
Q3 2020$477,000
+23.3%
17,054
+23.4%
0.24%
-8.8%
Q2 2020$387,00013,8180.26%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 545,022$12,742,61318.50%
Spectrum Asset Management, Inc. (NB/CA) 1,225,801$28,659,23914.18%
Nationwide Fund Advisors 5,310,252$124,153,69212.50%
ACCESS FINANCIAL SERVICES, INC. 746,293$17,448,33010.60%
ERTS Wealth Advisors, LLC 1,855,616$43,384,29510.51%
SCS Capital Management LLC 13,479,432$315,148,9929.28%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 763,991$17,862,1107.36%
ALTERNA WEALTH MANAGEMENT, INC 224,659$5,252,5276.58%
FFG RETIREMENT ADVISORS LLC 320,731$7,498,6916.42%
Williams Financial, LLC 337,372$7,887,7686.16%
View complete list of ISHARES TR shareholders