ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 14 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $212,377 | -2.7% | 9,636 | +1.1% | 0.05% | 0.0% |
| Q2 2023 | $218,352 | -2.1% | 9,535 | 0.0% | 0.05% | -5.8% |
| Q1 2023 | $222,928 | +8.7% | 9,535 | +5.8% | 0.05% | -35.8% |
| Q3 2022 | $205,000 | -25.7% | 9,010 | -20.9% | 0.08% | -13.8% |
| Q2 2022 | $276,000 | -53.2% | 11,384 | -51.9% | 0.09% | -46.9% |
| Q1 2022 | $590,000 | -35.2% | 23,668 | -30.6% | 0.18% | -34.2% |
| Q4 2021 | $911,000 | +0.6% | 34,127 | -0.2% | 0.27% | -0.7% |
| Q3 2021 | $906,000 | -31.6% | 34,180 | -30.4% | 0.27% | -34.7% |
| Q2 2021 | $1,324,000 | -28.1% | 49,112 | -29.7% | 0.42% | -28.8% |
| Q1 2021 | $1,841,000 | +8.2% | 69,848 | +11.8% | 0.58% | -9.3% |
| Q4 2020 | $1,701,000 | – | 62,456 | – | 0.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Antonetti Capital Management LLC | 534,175 | $11,773,224 | 18.39% |
| Hoese & Co LLP | 765,533 | $16,864,576 | 17.28% |
| Heirloom Wealth Management | 1,591,598 | $35,078,820 | 15.59% |
| Nationwide Fund Advisors | 5,761,302 | $126,979,096 | 13.88% |
| Fund Evaluation Group, LLC | 5,855,554 | $129,056 | 11.47% |
| ERTS Wealth Advisors, LLC | 2,119,842 | $46,721,315 | 11.25% |
| Crane Advisory, LLC | 1,895,834 | $41,641,995 | 10.44% |
| Cook Wealth, LLC | 620,159 | $13,519,466 | 10.37% |
| ACCESS FINANCIAL SERVICES, INC. | 757,595 | $16,697,394 | 10.00% |
| Spectrum Asset Management, Inc. (NB/CA) | 785,340 | $17,308,900 | 9.09% |