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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $439,895 | -17.7% | 18,711 | -19.7% | 0.18% | -25.6% |
Q4 2022 | $534,804 | +25.8% | 23,303 | +25.5% | 0.24% | +13.3% |
Q3 2022 | $425,000 | +7.9% | 18,568 | +13.3% | 0.21% | 0.0% |
Q2 2022 | $394,000 | -8.4% | 16,382 | -5.6% | 0.21% | -3.7% |
Q1 2022 | $430,000 | -16.0% | 17,347 | -11.2% | 0.22% | -7.2% |
Q4 2021 | $512,000 | -20.2% | 19,541 | -19.1% | 0.24% | -27.7% |
Q3 2021 | $642,000 | -0.5% | 24,161 | -0.6% | 0.32% | -0.9% |
Q2 2021 | $645,000 | +0.8% | 24,308 | +0.1% | 0.33% | -1.2% |
Q1 2021 | $640,000 | -83.2% | 24,285 | -82.7% | 0.33% | -85.9% |
Q4 2020 | $3,815,000 | – | 140,662 | – | 2.35% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Jordan Park Group LLC | 12,636,019 | $337,129,000 | 24.16% |
ERTS Wealth Advisors, LLC | 2,159,629 | $57,589,000 | 13.74% |
3EDGE Asset Management, LP | 4,982,534 | $132,934,000 | 11.38% |
PRUDENT INVESTORS NETWORK, INC. | 854,098 | $22,787,000 | 10.74% |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5,808,127 | $154,961,000 | 9.95% |
Antonetti Capital Management LLC | 460,574 | $12,288,000 | 9.62% |
CLIENT 1ST ADVISORY GROUP, LLC | 705,809 | $18,831,000 | 9.19% |
Avondale Wealth Management | 304,591 | $8,126,000 | 8.22% |
Tri-Star Advisors Inc. | 730,929 | $19,074,000 | 8.00% |
ACCESS FINANCIAL SERVICES, INC. | 644,349 | $17,191,000 | 7.73% |