Clear Perspectives Financial Planning, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

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 Q1 2022
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders