ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 627 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $387,000 | – | 13,818 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Antonetti Capital Management LLC | 534,175 | $11,773,224 | 18.39% |
| Hoese & Co LLP | 765,533 | $16,864,576 | 17.28% |
| Heirloom Wealth Management | 1,591,598 | $35,078,820 | 15.59% |
| Nationwide Fund Advisors | 5,761,302 | $126,979,096 | 13.88% |
| Fund Evaluation Group, LLC | 5,855,554 | $129,056 | 11.47% |
| ERTS Wealth Advisors, LLC | 2,119,842 | $46,721,315 | 11.25% |
| Crane Advisory, LLC | 1,895,834 | $41,641,995 | 10.44% |
| Cook Wealth, LLC | 620,159 | $13,519,466 | 10.37% |
| ACCESS FINANCIAL SERVICES, INC. | 757,595 | $16,697,394 | 10.00% |
| Spectrum Asset Management, Inc. (NB/CA) | 785,340 | $17,308,900 | 9.09% |