Tradition Wealth Management, LLC - ISHARES TR ownership

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
Tradition Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$622
-80.2%
28,222
-79.4%
0.07%
-79.8%
Q2 2023$3,135
-0.9%
136,895
+1.2%
0.37%
-6.9%
Q1 2023$3,163
+5261.0%
135,272
+5143.1%
0.39%
+4812.5%
Q4 2022$59
-100.0%
2,580
-98.8%
0.01%
-98.9%
Q3 2022$4,825,000
+43.7%
211,982
+50.9%
0.72%
+48.6%
Q2 2022$3,358,000
-28.2%
140,492
-25.2%
0.49%
-18.3%
Q1 2022$4,679,000
+0.1%
187,840
+7.2%
0.60%
+1.5%
Q4 2021$4,676,000
-0.8%
175,251
-1.4%
0.59%
-12.4%
Q3 2021$4,713,000
-24.2%
177,653
-24.0%
0.67%
-27.9%
Q2 2021$6,221,000
+14.5%
233,884
+12.7%
0.93%
-1.0%
Q1 2021$5,435,000
+45.8%
207,521
+51.6%
0.94%
+30.0%
Q4 2020$3,728,000136,8570.72%
Other shareholders
ISHARES TR shareholders Q3 2023
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