ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,828,871 | -48.0% | 128,352 | -46.0% | 0.11% | -46.3% |
| Q2 2023 | $5,442,195 | -6.6% | 237,650 | -4.7% | 0.20% | -11.5% |
| Q1 2023 | $5,827,935 | +169415.3% | 249,270 | +64.7% | 0.23% | +17.6% |
| Q4 2022 | $3,438 | -99.9% | 151,332 | -41.5% | 0.19% | -46.1% |
| Q3 2022 | $5,888,000 | -43.3% | 258,687 | -40.4% | 0.36% | -16.4% |
| Q2 2022 | $10,380,000 | -35.4% | 434,305 | -32.2% | 0.43% | -0.5% |
| Q1 2022 | $16,075,000 | +14.5% | 640,897 | +21.8% | 0.43% | +38.3% |
| Q4 2021 | $14,038,000 | +7.9% | 526,168 | +7.3% | 0.31% | -9.9% |
| Q3 2021 | $13,014,000 | -9.9% | 490,468 | -9.7% | 0.34% | -11.8% |
| Q2 2021 | $14,450,000 | +11.9% | 542,896 | +9.2% | 0.39% | +13.7% |
| Q1 2021 | $12,919,000 | – | 497,064 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jordan Park Group LLC | 12,074,661 | $320,341,000 | 14.96% |
| ERTS Wealth Advisors, LLC | 2,047,943 | $54,327,000 | 14.25% |
| CLIENT 1ST ADVISORY GROUP, LLC | 782,153 | $20,751,000 | 10.59% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5,532,426 | $146,775,000 | 10.02% |
| Antonetti Capital Management LLC | 446,948 | $11,858,000 | 9.67% |
| Tri-Star Advisors Inc. | 719,695 | $19,079,000 | 8.38% |
| Williams Financial, LLC | 330,264 | $8,762,000 | 7.58% |
| Avondale Wealth Management | 288,128 | $7,644,000 | 7.46% |
| Legacy Financial Advisors, Inc. | 1,108,076 | $29,397,000 | 7.21% |
| Tennessee Valley Asset Management Partners | 672,062 | $17,830,000 | 6.77% |