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 2022 | $272,000 | +30.8% | 11,960 | +26.5% | 0.14% | +34.0% |
| Q2 2022 | $208,000 | -8.0% | 9,453 | 0.0% | 0.11% | -4.5% |
| Q1 2022 | $226,000 | -10.3% | 9,453 | 0.0% | 0.11% | -13.3% |
| Q4 2021 | $252,000 | -22.9% | 9,453 | -23.4% | 0.13% | -28.1% |
| Q3 2021 | $327,000 | -12.1% | 12,340 | -11.9% | 0.18% | -22.9% |
| Q2 2021 | $372,000 | +5.4% | 14,000 | +3.9% | 0.23% | -8.0% |
| Q1 2021 | $353,000 | +36.8% | 13,474 | +42.5% | 0.25% | +14.6% |
| Q4 2020 | $258,000 | – | 9,457 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Antonetti Capital Management LLC | 545,022 | $12,742,613 | 18.50% |
| Spectrum Asset Management, Inc. (NB/CA) | 1,225,801 | $28,659,239 | 14.18% |
| Nationwide Fund Advisors | 5,310,252 | $124,153,692 | 12.50% |
| ACCESS FINANCIAL SERVICES, INC. | 746,293 | $17,448,330 | 10.60% |
| ERTS Wealth Advisors, LLC | 1,855,616 | $43,384,295 | 10.51% |
| SCS Capital Management LLC | 13,479,432 | $315,148,992 | 9.28% |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 763,991 | $17,862,110 | 7.36% |
| ALTERNA WEALTH MANAGEMENT, INC | 224,659 | $5,252,527 | 6.58% |
| FFG RETIREMENT ADVISORS LLC | 320,731 | $7,498,691 | 6.42% |
| Williams Financial, LLC | 337,372 | $7,887,768 | 6.16% |