Keebeck Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Keebeck Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$226,659
-67.0%
10,284
-65.7%
0.04%
-58.5%
Q2 2023$687,252
-7.1%
30,011
-5.1%
0.09%
-21.0%
Q1 2023$739,556
+58.3%
31,632
+53.8%
0.12%
+45.1%
Q4 2022$467,214
-56.4%
20,564
-56.3%
0.08%
-60.2%
Q3 2022$1,071,000
+16.3%
47,069
+22.2%
0.21%
+17.0%
Q2 2022$921,000
+64.8%
38,532
+71.8%
0.18%
+89.2%
Q1 2022$559,00022,4270.09%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 545,022$12,742,61318.50%
Spectrum Asset Management, Inc. (NB/CA) 1,225,801$28,659,23914.18%
Nationwide Fund Advisors 5,310,252$124,153,69212.50%
ACCESS FINANCIAL SERVICES, INC. 746,293$17,448,33010.60%
ERTS Wealth Advisors, LLC 1,855,616$43,384,29510.51%
SCS Capital Management LLC 13,479,432$315,148,9929.28%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 763,991$17,862,1107.36%
ALTERNA WEALTH MANAGEMENT, INC 224,659$5,252,5276.58%
FFG RETIREMENT ADVISORS LLC 320,731$7,498,6916.42%
Williams Financial, LLC 337,372$7,887,7686.16%
View complete list of ISHARES TR shareholders