Intelligence Driven Advisers, LLC - ISHARES TR ownership

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
Intelligence Driven Advisers, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,364,345
-90.5%
60,343
-90.1%
0.24%
-90.7%
Q1 2023$14,354,461
+0.8%
608,498
-1.2%
2.58%
-1.2%
Q4 2022$14,245,881
+181.5%
615,639
+176.4%
2.61%
+156.9%
Q3 2022$5,061,000
-50.2%
222,745
-47.6%
1.02%
-48.9%
Q2 2022$10,166,000
+8.2%
424,992
+11.0%
1.99%
+16.0%
Q1 2022$9,396,000
-4.4%
383,036
+1.3%
1.72%
-4.9%
Q4 2021$9,832,000
-15.6%
378,300
-14.1%
1.80%
-31.0%
Q3 2021$11,656,000
-57.0%
440,252
-56.8%
2.62%
-50.4%
Q2 2021$27,121,000
+10.1%
1,019,571
+8.4%
5.27%
-4.6%
Q1 2021$24,624,000
+12.8%
940,202
+17.3%
5.52%
+12.9%
Q4 2020$21,836,000
+52.2%
801,626
+56.1%
4.90%
+45.5%
Q3 2020$14,350,000513,4093.36%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders