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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $5,000 | 0.0% | 185 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 185 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | 0.0% | 185 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | 0.0% | 185 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $5,000 | -72.2% | 185 | -73.0% | 0.01% | -72.2% |
| Q4 2019 | $18,000 | – | 685 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jordan Park Group LLC | 12,074,661 | $320,341,000 | 14.96% |
| ERTS Wealth Advisors, LLC | 2,047,943 | $54,327,000 | 14.25% |
| CLIENT 1ST ADVISORY GROUP, LLC | 782,153 | $20,751,000 | 10.59% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5,532,426 | $146,775,000 | 10.02% |
| Antonetti Capital Management LLC | 446,948 | $11,858,000 | 9.67% |
| Tri-Star Advisors Inc. | 719,695 | $19,079,000 | 8.38% |
| Williams Financial, LLC | 330,264 | $8,762,000 | 7.58% |
| Avondale Wealth Management | 288,128 | $7,644,000 | 7.46% |
| Legacy Financial Advisors, Inc. | 1,108,076 | $29,397,000 | 7.21% |
| Tennessee Valley Asset Management Partners | 672,062 | $17,830,000 | 6.77% |