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 | $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 ↓ |
|---|---|---|---|
| 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% |