Soltis 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
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 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