ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 607 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 16.37 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,573,977 | +1.1% | 252,903 | +5.0% | 6.10% | +51.2% |
| Q2 2023 | $5,513,279 | +10.9% | 240,755 | +13.2% | 4.03% | +4.9% |
| Q1 2023 | $4,970,308 | +20.4% | 212,588 | +17.0% | 3.84% | +10.3% |
| Q4 2022 | $4,128,673 | -1.8% | 181,720 | -1.7% | 3.49% | -15.0% |
| Q3 2022 | $4,206,000 | -11.6% | 184,805 | -7.2% | 4.10% | -6.8% |
| Q2 2022 | $4,759,000 | +1.3% | 199,103 | +5.6% | 4.40% | +14.3% |
| Q1 2022 | $4,698,000 | -11.7% | 188,608 | -5.4% | 3.85% | -20.1% |
| Q4 2021 | $5,321,000 | – | 199,437 | – | 4.82% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jordan Park Group LLC | 12,636,019 | $337,129,000 | 24.16% |
| ERTS Wealth Advisors, LLC | 2,159,629 | $57,589,000 | 13.74% |
| 3EDGE Asset Management, LP | 4,982,534 | $132,934,000 | 11.38% |
| PRUDENT INVESTORS NETWORK, INC. | 854,098 | $22,787,000 | 10.74% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5,808,127 | $154,961,000 | 9.95% |
| Antonetti Capital Management LLC | 460,574 | $12,288,000 | 9.62% |
| CLIENT 1ST ADVISORY GROUP, LLC | 705,809 | $18,831,000 | 9.19% |
| Avondale Wealth Management | 304,591 | $8,126,000 | 8.22% |
| Tri-Star Advisors Inc. | 730,929 | $19,074,000 | 8.00% |
| ACCESS FINANCIAL SERVICES, INC. | 644,349 | $17,191,000 | 7.73% |