Prosperity Planning, Inc. - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 510 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.

Quarter-by-quarter ownership
Prosperity Planning, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$272,000
+30.8%
11,960
+26.5%
0.14%
+34.0%
Q2 2022$208,000
-8.0%
9,4530.0%0.11%
-4.5%
Q1 2022$226,000
-10.3%
9,4530.0%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$258,0009,4570.22%
Other shareholders
ISHARES TR shareholders Q1 2021
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