Clear Perspectives Financial Planning, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 499 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Clear Perspectives Financial Planning, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$10,000
-9.1%
4140.0%0.00%0.0%
Q4 2021$11,0000.0%4140.0%0.00%
-20.0%
Q3 2021$11,0000.0%414
+3.5%
0.01%0.0%
Q2 2021$11,000
-75.6%
400
-76.5%
0.01%
-80.8%
Q1 2021$45,000
-78.3%
1,700
-77.6%
0.03%
-80.2%
Q4 2020$207,0007,6060.13%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders