Continuum Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 627 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.17 and the average weighting 0.7%.

Quarter-by-quarter ownership
Continuum Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,014,766
-13.1%
46,042
-9.7%
0.16%
-12.4%
Q2 2023$1,167,236
-0.5%
50,971
+1.6%
0.19%
-6.5%
Q1 2023$1,172,928
-18.2%
50,168
-20.6%
0.20%
-23.2%
Q4 2022$1,434,654
-30.1%
63,145
-29.9%
0.26%
-28.5%
Q3 2022$2,051,000
+6.3%
90,132
+11.6%
0.36%
+3.1%
Q2 2022$1,930,000
-0.7%
80,767
+0.4%
0.35%
-4.9%
Q1 2022$1,944,000
+95.6%
80,480
+116.1%
0.37%
+64.7%
Q4 2021$994,000
+24.7%
37,241
+23.9%
0.22%
+4.7%
Q3 2021$797,000
-6.9%
30,053
-6.6%
0.21%
-19.5%
Q2 2021$856,000
+87.7%
32,162
+86.4%
0.27%
+40.0%
Q1 2021$456,000
+0.4%
17,252
+3.6%
0.19%
-8.2%
Q4 2020$454,000
-4.6%
16,659
-2.2%
0.21%
-20.4%
Q3 2020$476,000
-36.6%
17,041
-36.6%
0.26%
-44.8%
Q2 2020$751,000
-1.1%
26,880
-0.5%
0.47%
-7.8%
Q1 2020$759,000
+65.0%
27,003
+52.2%
0.51%
+91.4%
Q4 2019$460,000
-81.9%
17,740
-81.6%
0.27%
-84.3%
Q3 2019$2,540,000
+279.1%
96,403
+270.6%
1.70%
+269.6%
Q2 2019$670,000
-6.3%
26,016
-8.8%
0.46%
-13.9%
Q1 2019$715,000
-0.7%
28,531
-2.4%
0.53%
+0.9%
Q4 2018$720,000
+76.5%
29,225
+73.8%
0.53%
+95.2%
Q3 2018$408,000
+41.2%
16,812
+43.0%
0.27%
+27.8%
Q2 2018$289,00011,7540.21%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders