ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 14 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $255,664 | -3.8% | 11,600 | 0.0% | 0.22% | -10.9% |
| Q2 2023 | $265,640 | -51.0% | 11,600 | -50.0% | 0.25% | -6.8% |
| Q1 2023 | $542,416 | +105.8% | 23,200 | +100.0% | 0.26% | +16.2% |
| Q4 2022 | $263,552 | -0.2% | 11,600 | 0.0% | 0.23% | +21.3% |
| Q3 2022 | $264,000 | -4.7% | 11,600 | 0.0% | 0.19% | +17.5% |
| Q2 2022 | $277,000 | – | 11,600 | – | 0.16% | – |
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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% |