ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 567 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $244,092 | -48.9% | 11,085 | -47.7% | 0.10% | -45.5% |
| Q2 2023 | $477,816 | -63.4% | 21,208 | -62.0% | 0.18% | -66.0% |
| Q1 2023 | $1,306,754 | +215.8% | 55,749 | +213.2% | 0.52% | +137.6% |
| Q4 2022 | $413,804 | -60.6% | 17,798 | -62.1% | 0.22% | -63.0% |
| Q3 2022 | $1,050,000 | -55.5% | 46,919 | -51.8% | 0.59% | -52.8% |
| Q2 2022 | $2,360,000 | +26.3% | 97,311 | +24.8% | 1.25% | +19.8% |
| Q1 2022 | $1,869,000 | -1.0% | 77,975 | +6.0% | 1.04% | -41.2% |
| Q4 2021 | $1,887,000 | +80.6% | 73,557 | +87.0% | 1.77% | +85.1% |
| Q3 2021 | $1,045,000 | -72.0% | 39,331 | -71.7% | 0.96% | +17.3% |
| Q2 2021 | $3,735,000 | -18.5% | 139,048 | -20.1% | 0.82% | -39.9% |
| Q1 2021 | $4,585,000 | -40.7% | 174,126 | -38.8% | 1.36% | -42.5% |
| Q4 2020 | $7,737,000 | +77.3% | 284,348 | +80.7% | 2.36% | +32.2% |
| Q3 2020 | $4,363,000 | – | 157,383 | – | 1.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jordan Park Group LLC | 12,074,661 | $320,341,000 | 14.96% |
| ERTS Wealth Advisors, LLC | 2,047,943 | $54,327,000 | 14.25% |
| CLIENT 1ST ADVISORY GROUP, LLC | 782,153 | $20,751,000 | 10.59% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5,532,426 | $146,775,000 | 10.02% |
| Antonetti Capital Management LLC | 446,948 | $11,858,000 | 9.67% |
| Tri-Star Advisors Inc. | 719,695 | $19,079,000 | 8.38% |
| Williams Financial, LLC | 330,264 | $8,762,000 | 7.58% |
| Avondale Wealth Management | 288,128 | $7,644,000 | 7.46% |
| Legacy Financial Advisors, Inc. | 1,108,076 | $29,397,000 | 7.21% |
| Tennessee Valley Asset Management Partners | 672,062 | $17,830,000 | 6.77% |