Element Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 499 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Element Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$681,569
+2.2%
30,924
+6.2%
0.49%
+5.8%
Q2 2023$666,946
+24.5%
29,124
+27.1%
0.46%
+16.3%
Q1 2023$535,537
+115.1%
22,906
+109.1%
0.40%
+96.6%
Q4 2022$248,917
+260.7%
10,956
+260.2%
0.20%
+217.2%
Q3 2022$69,000
-5.5%
3,042
+0.0%
0.06%
-12.3%
Q2 2022$73,000
+5.8%
3,041
+9.7%
0.07%
+30.4%
Q1 2022$69,000
+1280.0%
2,773
+1398.9%
0.06%
+1300.0%
Q4 2021$5,0000.0%1850.0%0.00%0.0%
Q3 2021$5,0000.0%1850.0%0.00%0.0%
Q2 2021$5,0000.0%1850.0%0.00%0.0%
Q1 2021$5,0000.0%1850.0%0.00%
-20.0%
Q4 2020$5,000
-72.2%
185
-73.0%
0.01%
-72.2%
Q4 2019$18,0006850.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders