Johnson Bixby & Associates, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 584 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Johnson Bixby & Associates, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$22,706,196
-16.9%
1,030,227
-13.6%
4.73%
-16.5%
Q2 2023$27,321,283
+8.1%
1,193,069
+10.4%
5.66%
+1.5%
Q1 2023$25,262,961
+8.5%
1,080,537
+5.4%
5.58%
+3.0%
Q4 2022$23,287,813
+1.0%
1,024,992
+1.2%
5.42%
-6.4%
Q3 2022$23,050,000
+30.8%
1,012,752
+37.3%
5.79%
+34.6%
Q2 2022$17,625,000
+4.9%
737,435
+9.4%
4.30%
-0.7%
Q1 2022$16,798,000
-10.4%
674,336
-4.0%
4.33%
-12.8%
Q4 2021$18,738,000
-3.1%
702,327
-3.6%
4.96%
-11.3%
Q3 2021$19,332,000
-0.2%
728,670
+0.9%
5.60%
-0.1%
Q2 2021$19,377,000
-2.0%
722,083
-4.3%
5.60%
-10.4%
Q1 2021$19,769,000
+14.5%
754,848
+19.1%
6.25%
+9.4%
Q4 2020$17,259,000633,6035.71%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders