Wealth Quarterback LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 562 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.70 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 Q2 2022
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders