CLIENT 1ST ADVISORY GROUP, LLC - ISHARES TR ownership

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
CLIENT 1ST ADVISORY GROUP, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,450,404
-35.8%
247,296
-33.3%
2.88%
-35.6%
Q2 2023$8,487,919
-14.7%
370,652
-12.9%
4.47%
-17.1%
Q1 2023$9,952,198
-13.7%
425,671
-16.2%
5.40%
-19.9%
Q4 2022$11,534,589
-16.6%
507,684
-16.5%
6.74%
-21.6%
Q3 2022$13,835,000
-5.2%
607,859
-0.4%
8.60%
-0.9%
Q2 2022$14,588,000
-17.7%
610,394
-14.2%
8.68%
+0.3%
Q1 2022$17,716,000
-5.9%
711,183
+0.8%
8.66%
-5.8%
Q4 2021$18,831,000
-9.3%
705,809
-9.8%
9.19%
-13.2%
Q3 2021$20,751,000
-6.1%
782,153
-5.8%
10.59%
-7.5%
Q2 2021$22,090,000
+18.6%
830,465
+16.8%
11.46%
+7.4%
Q1 2021$18,626,000
+13.0%
711,188
+16.9%
10.66%
-0.4%
Q4 2020$16,488,000
+3.8%
608,622
+5.3%
10.70%
-3.8%
Q3 2020$15,887,000
+18.5%
577,901
+21.3%
11.13%
+0.2%
Q2 2020$13,411,000
-10.7%
476,414
-11.1%
11.11%
-29.8%
Q1 2020$15,017,000
+30.5%
536,114
+20.8%
15.84%
+39.7%
Q4 2019$11,511,000443,76811.34%
Other shareholders
ISHARES TR shareholders Q3 2023
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 MANAGEMENT GROUP 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