Tempus Wealth Planning, 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
Tempus Wealth Planning, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$675,284
-21.4%
30,639
-18.3%
0.34%
-12.4%
Q2 2023$858,773
-2.2%
37,501
-0.1%
0.39%
-9.8%
Q1 2023$877,989
-6.1%
37,553
-8.7%
0.43%
-24.5%
Q4 2022$934,905
-5.5%
41,149
-5.3%
0.57%
-13.9%
Q3 2022$989,000
+252.0%
43,450
+269.3%
0.66%
+185.7%
Q2 2022$281,00011,7660.23%
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