Wealth Quarterback LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 584 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Wealth Quarterback LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$210,909
-4.5%
9,021
-7.2%
0.18%
-2.2%
Q4 2022$220,868
-4.8%
9,721
-4.7%
0.18%
-25.9%
Q3 2022$232,000
-7.6%
10,202
-2.9%
0.25%
+26.0%
Q2 2022$251,000
-15.2%
10,511
-11.2%
0.20%
-0.5%
Q3 2021$296,0000.0%11,838
+6.7%
0.20%
+9.4%
Q2 2021$296,000
-14.2%
11,096
-12.5%
0.18%
-37.3%
Q4 2020$345,000
-41.6%
12,676
-40.0%
0.29%
-47.0%
Q3 2020$591,0000.0%21,1120.0%0.54%0.0%
Q2 2020$591,000
-99.9%
21,112
-48.3%
0.54%
-48.4%
Q1 2020$1,142,897,000
-41.2%
40,803
-58.0%
1.05%
-37.7%
Q4 2019$1,942,197,000
+708731.0%
97,137
+784.2%
1.69%
+1002.0%
Q1 1987$274,00010,9860.15%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,074,661$320,341,00014.96%
ERTS Wealth Advisors, LLC 2,047,943$54,327,00014.25%
CLIENT 1ST ADVISORY GROUP, LLC 782,153$20,751,00010.59%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,532,426$146,775,00010.02%
Antonetti Capital Management LLC 446,948$11,858,0009.67%
Tri-Star Advisors Inc. 719,695$19,079,0008.38%
Williams Financial, LLC 330,264$8,762,0007.58%
Avondale Wealth Management 288,128$7,644,0007.46%
Legacy Financial Advisors, Inc. 1,108,076$29,397,0007.21%
Tennessee Valley Asset Management Partners 672,062$17,830,0006.77%
View complete list of ISHARES TR shareholders