MBA Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 510 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.

Quarter-by-quarter ownership
MBA Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$294,0000.0%11,811
+7.3%
0.18%0.0%
Q4 2021$294,000
-21.0%
11,006
-21.6%
0.18%
-33.8%
Q3 2021$372,000
-28.0%
14,036
-27.8%
0.28%
+14.1%
Q2 2021$517,000
-65.7%
19,445
-66.2%
0.24%
-70.9%
Q1 2021$1,507,00057,5290.83%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,074,661$320,341,00014.96%
ERTS Wealth Advisors, LLC 2,047,943$54,327,00014.25%
CLIENT 1ST ADVISORY GROUP, LLC 782,153$20,751,00010.59%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,532,426$146,775,00010.02%
Antonetti Capital Management LLC 446,948$11,858,0009.67%
Tri-Star Advisors Inc. 719,695$19,079,0008.38%
Williams Financial, LLC 330,264$8,762,0007.58%
Avondale Wealth Management 288,128$7,644,0007.46%
Legacy Financial Advisors, Inc. 1,108,076$29,397,0007.21%
Tennessee Valley Asset Management Partners 672,062$17,830,0006.77%
View complete list of ISHARES TR shareholders