Center For Asset Management 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
Center For Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,900,331
+0.2%
267,710
+4.1%
5.89%
+5.9%
Q2 2023$5,889,309
-5.2%
257,175
-3.2%
5.56%
-8.4%
Q1 2023$6,210,803
+10.3%
265,646
+7.2%
6.07%
+15.7%
Q4 2022$5,631,889
-1.1%
247,882
-0.9%
5.25%
-7.3%
Q3 2022$5,693,000
-2.8%
250,123
+2.0%
5.66%
+4.2%
Q2 2022$5,860,000
+0.5%
245,172
+4.7%
5.43%
+20.6%
Q1 2022$5,830,000
-0.9%
234,055
+6.1%
4.50%
+3.4%
Q4 2021$5,884,000
+5.4%
220,531
+4.8%
4.36%
-7.3%
Q3 2021$5,582,000
+1.3%
210,385
+1.6%
4.70%
-1.1%
Q2 2021$5,508,000
+16.3%
207,051
+14.5%
4.75%
+4.6%
Q1 2021$4,734,000
-3.2%
180,755
+0.7%
4.54%
-6.9%
Q4 2020$4,889,000179,4824.87%
Other shareholders
ISHARES TR shareholders Q4 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