ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 627 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $383,408 | -11.2% | 17,396 | -7.7% | 0.10% | -18.1% |
| Q2 2023 | $431,528 | -5.0% | 18,844 | -3.1% | 0.13% | +2.4% |
| Q1 2023 | $454,437 | -5.7% | 19,437 | -8.3% | 0.12% | -11.4% |
| Q4 2022 | $481,777 | -10.5% | 21,205 | -10.3% | 0.14% | -20.9% |
| Q3 2022 | $538,000 | -4.8% | 23,646 | -0.1% | 0.18% | -2.7% |
| Q2 2022 | $565,000 | -10.5% | 23,674 | -6.6% | 0.18% | -3.2% |
| Q1 2022 | $631,000 | -9.9% | 25,337 | -3.4% | 0.19% | -13.8% |
| Q4 2021 | $700,000 | -60.7% | 26,242 | -61.0% | 0.22% | -63.2% |
| Q3 2021 | $1,783,000 | -12.9% | 67,241 | -12.7% | 0.59% | -16.0% |
| Q2 2021 | $2,048,000 | -1.2% | 76,997 | -2.8% | 0.71% | -14.0% |
| Q1 2021 | $2,073,000 | -4.0% | 79,183 | -0.1% | 0.82% | -13.6% |
| Q4 2020 | $2,159,000 | – | 79,268 | – | 0.95% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Antonetti Capital Management LLC | 534,175 | $11,773,224 | 18.39% |
| Hoese & Co LLP | 765,533 | $16,864,576 | 17.28% |
| Heirloom Wealth Management | 1,591,598 | $35,078,820 | 15.59% |
| Nationwide Fund Advisors | 5,761,302 | $126,979,096 | 13.88% |
| Fund Evaluation Group, LLC | 5,855,554 | $129,056 | 11.47% |
| ERTS Wealth Advisors, LLC | 2,119,842 | $46,721,315 | 11.25% |
| Crane Advisory, LLC | 1,895,834 | $41,641,995 | 10.44% |
| COOK WEALTH MANAGEMENT GROUP LLC | 620,159 | $13,519,466 | 10.37% |
| ACCESS FINANCIAL SERVICES, INC. | 757,595 | $16,697,394 | 10.00% |
| Spectrum Asset Management, Inc. (NB/CA) | 785,340 | $17,308,900 | 9.09% |