Williams Financial, 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
Williams Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,657,135
-42.0%
211,304
-39.7%
3.54%
-40.9%
Q2 2023$8,027,218
+1.8%
350,534
+3.9%
5.98%
-2.8%
Q1 2023$7,887,768
-45.8%
337,372
-47.3%
6.16%
-50.1%
Q3 2022$14,559,000
+12.9%
639,686
+23.5%
12.33%
+26.4%
Q1 2022$12,899,000
+36.4%
517,843
+46.1%
9.75%
+36.7%
Q4 2021$9,458,000
+7.9%
354,493
+7.3%
7.14%
-5.9%
Q3 2021$8,762,000
-18.3%
330,264
-18.1%
7.58%
-13.0%
Q2 2021$10,725,000
+16.3%
403,197
+14.5%
8.72%
+9.5%
Q1 2021$9,219,000
-20.3%
352,019
-17.1%
7.96%
-27.2%
Q4 2020$11,567,000424,63610.93%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders