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 | $1,360,044 | -23.1% | 61,708 | -20.1% | 0.22% | +20.4% |
| Q2 2023 | $1,768,581 | -22.0% | 77,231 | -20.4% | 0.19% | -27.1% |
| Q1 2023 | $2,267,985 | -5.7% | 97,005 | -8.4% | 0.26% | -13.9% |
| Q4 2022 | $2,405,393 | -16.7% | 105,871 | -16.6% | 0.30% | -24.9% |
| Q3 2022 | $2,889,000 | -22.2% | 126,923 | -18.3% | 0.39% | -19.1% |
| Q2 2022 | $3,711,000 | -36.1% | 155,264 | -33.4% | 0.49% | -24.3% |
| Q1 2022 | $5,806,000 | +58.9% | 233,063 | +70.1% | 0.64% | +64.0% |
| Q4 2021 | $3,655,000 | +95.4% | 136,981 | +94.2% | 0.39% | +58.7% |
| Q3 2021 | $1,871,000 | -16.3% | 70,531 | -16.1% | 0.25% | -31.4% |
| Q2 2021 | $2,235,000 | +46.2% | 84,040 | +44.0% | 0.36% | +15.0% |
| Q1 2021 | $1,529,000 | -23.4% | 58,377 | -20.3% | 0.31% | -49.2% |
| Q4 2020 | $1,996,000 | – | 73,274 | – | 0.62% | – |
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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% |