Soltis Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 369 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Soltis Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$352,000
-35.8%
13,433
-33.2%
0.06%
-37.3%
Q4 2020$548,000
-2.5%
20,106
+0.0%
0.10%
-22.7%
Q3 2020$562,000
-5.9%
20,104
-5.7%
0.13%
-14.8%
Q2 2020$597,000
+10.1%
21,323
+10.2%
0.16%
-7.7%
Q1 2020$542,000
-5.4%
19,351
-12.4%
0.17%
+52.7%
Q4 2019$573,00022,0890.11%
Other shareholders
ISHARES TR shareholders Q4 2019
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, 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