Founders Financial Alliance, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 613 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.

Quarter-by-quarter ownership
Founders Financial Alliance, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$119,383
-19.3%
5,417
-16.2%
0.05%
-10.3%
Q2 2023$147,968
+16.6%
6,461
+19.0%
0.06%
-7.9%
Q1 2023$126,955
+2.4%
5,430
-0.5%
0.06%
+10.5%
Q4 2022$123,975
-13.3%
5,457
-13.2%
0.06%
-21.9%
Q3 2022$143,000
-16.4%
6,288
-12.2%
0.07%
-16.1%
Q2 2022$171,000
-36.0%
7,161
-33.3%
0.09%
-26.9%
Q1 2022$267,000
-7.9%
10,738
-1.3%
0.12%
+1.7%
Q4 2021$290,000
-9.9%
10,878
-10.4%
0.12%
-22.5%
Q3 2021$322,000
+4.9%
12,146
+5.3%
0.15%
+7.9%
Q2 2021$307,000
+18.1%
11,536
+16.7%
0.14%
+9.4%
Q1 2021$260,000
-9.1%
9,886
-5.9%
0.13%
-21.0%
Q4 2020$286,000
+4.8%
10,502
+7.7%
0.16%
-0.6%
Q3 2020$273,0009,7520.16%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders