Continuum Advisory, LLC - ISHARES TR ownership

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
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 Q4 2020
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