ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 675 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 52.94 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,184,832 | +2.3% | 406,949 | +3.2% | 2.36% | -3.5% |
| Q1 2024 | $8,982,089 | -0.4% | 394,471 | +0.7% | 2.45% | -9.7% |
| Q4 2023 | $9,021,945 | +167.9% | 391,578 | +156.3% | 2.71% | +141.9% |
| Q3 2023 | $3,367,507 | -53.8% | 152,790 | -52.0% | 1.12% | -54.0% |
| Q2 2023 | $7,292,603 | +128.4% | 318,454 | +133.2% | 2.44% | +113.9% |
| Q1 2023 | $3,193,358 | +516.1% | 136,585 | +498.7% | 1.14% | +432.7% |
| Q4 2022 | $518,312 | – | 22,813 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jordan Park Group LLC | 9,519,220 | $253,211,000 | 14.13% |
| CLIENT 1ST ADVISORY GROUP, LLC | 830,465 | $22,090,000 | 11.46% |
| ERTS Wealth Advisors, LLC | 1,504,860 | $40,030,000 | 10.83% |
| Tri-Star Advisors Inc. | 872,786 | $23,216,000 | 10.45% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5,370,698 | $142,861,000 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 342,978 | $9,123,000 | 8.77% |
| Williams Financial, LLC | 403,197 | $10,725,000 | 8.72% |
| High Falls Advisors, Inc | 1,140,674 | $30,342,000 | 8.16% |
| ONE Advisory Partners, LLC | 486,875 | $12,951,000 | 7.96% |
| Copperleaf Capital, LLC | 302,625 | $8,050,000 | 7.88% |