ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 514 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $436,439 | +12.4% | 19,337 | +14.8% | 0.09% | -3.2% |
| Q4 2023 | $388,165 | +4.4% | 16,847 | -0.2% | 0.09% | -9.6% |
| Q3 2023 | $371,887 | -13.4% | 16,873 | -10.0% | 0.10% | -14.0% |
| Q2 2023 | $429,295 | +4.5% | 18,747 | +21.3% | 0.12% | -23.9% |
| Q2 2021 | $411,000 | -36.4% | 15,457 | -34.9% | 0.16% | -64.3% |
| Q4 2020 | $646,000 | – | 23,751 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jordan Park Group LLC | 9,519,220 | $253,211,000 | 14.13% |
| CLIENT 1ST ADVISORY GROUP, LLC | 830,465 | $22,090,000 | 11.46% |
| ERTS Wealth Advisors, LLC | 1,504,860 | $40,030,000 | 10.83% |
| Tri-Star Advisors Inc. | 872,786 | $23,216,000 | 10.45% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5,370,698 | $142,861,000 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 342,978 | $9,123,000 | 8.77% |
| Williams Financial, LLC | 403,197 | $10,725,000 | 8.72% |
| High Falls Advisors, Inc | 1,140,674 | $30,342,000 | 8.16% |
| ONE Advisory Partners, LLC | 486,875 | $12,951,000 | 7.96% |
| Copperleaf Capital, LLC | 302,625 | $8,050,000 | 7.88% |