Invst, LLC - ISHARES TR ownership

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
Invst, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,437,757
-77.9%
65,234
-77.0%
0.21%
-77.9%
Q2 2023$6,500,348
+19.1%
283,858
+21.3%
0.94%
+11.2%
Q1 2023$5,456,085
+551.1%
234,016
+551.5%
0.84%
+550.0%
Q4 2022$837,967
-86.7%
35,918
-87.1%
0.13%
-88.0%
Q3 2022$6,298,000
+2.8%
279,291
+9.6%
1.08%
+13.8%
Q2 2022$6,126,000
+52.6%
254,826
+52.1%
0.95%
+43.6%
Q1 2022$4,014,000
-18.7%
167,533
-13.5%
0.66%
-14.6%
Q4 2021$4,939,000
+14.8%
193,624
+19.4%
0.77%
+13.7%
Q3 2021$4,301,000
-20.6%
162,108
-19.9%
0.68%
-23.3%
Q2 2021$5,416,000
+21.5%
202,293
+19.6%
0.89%
+15.0%
Q1 2021$4,458,000
-33.8%
169,138
-31.6%
0.77%
-36.9%
Q4 2020$6,731,000
-4.5%
247,104
-2.1%
1.22%
-25.6%
Q3 2020$7,050,000
+24.3%
252,406
+24.2%
1.64%
-2.5%
Q2 2020$5,674,000
-2.3%
203,166
-1.7%
1.68%
-30.0%
Q1 2020$5,805,000
+24.1%
206,591
+14.6%
2.40%
+37.0%
Q4 2019$4,677,000
+116.2%
180,294
+119.6%
1.76%
+80.3%
Q3 2019$2,163,00082,1000.97%
Other shareholders
ISHARES TR shareholders Q2 2021
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