Wescott Financial Advisory Group, 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
Wescott Financial Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$361,819
+10.5%
16,416
+14.8%
0.07%
+13.8%
Q2 2023$327,517
-1.5%
14,302
+0.6%
0.06%
-19.4%
Q1 2023$332,346
-2.9%
14,215
-5.6%
0.07%
-2.7%
Q4 2022$342,153
+0.6%
15,060
+0.8%
0.07%
-22.1%
Q3 2022$340,00014,9460.10%
Other shareholders
ISHARES TR shareholders Q3 2023
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