Diversified, 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
Diversified, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$28,249,021
+1.8%
1,281,716
+5.8%
7.33%
+3.8%
Q2 2023$27,737,619
+382.9%
1,211,250
+393.0%
7.06%
+243.5%
Q1 2023$5,743,834
-7.8%
245,673
-10.4%
2.06%
-16.0%
Q4 2022$6,229,330
+9.4%
274,178
+9.6%
2.45%
-14.6%
Q3 2022$5,692,000
+43.4%
250,100
+50.6%
2.87%
+74.1%
Q2 2022$3,969,000
+39.1%
166,082
+44.9%
1.65%
+41.7%
Q1 2022$2,854,000
+4.4%
114,630
+12.2%
1.16%
+0.6%
Q4 2021$2,733,000
-17.5%
102,180
-18.2%
1.16%
-34.4%
Q3 2021$3,312,000
+75.6%
124,870
+76.1%
1.76%
+67.6%
Q2 2021$1,886,000
+431.3%
70,920
+423.4%
1.05%
+285.0%
Q1 2021$355,000
+60.6%
13,551
+66.0%
0.27%
+45.2%
Q4 2020$221,0008,1630.19%
Other shareholders
ISHARES TR shareholders Q4 2020
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