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 | 12,636,019 | $337,129,000 | 24.16% |
| ERTS Wealth Advisors, LLC | 2,159,629 | $57,589,000 | 13.74% |
| 3EDGE Asset Management, LP | 4,982,534 | $132,934,000 | 11.38% |
| PRUDENT INVESTORS NETWORK, INC. | 854,098 | $22,787,000 | 10.74% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5,808,127 | $154,961,000 | 9.95% |
| Antonetti Capital Management LLC | 460,574 | $12,288,000 | 9.62% |
| CLIENT 1ST ADVISORY GROUP, LLC | 705,809 | $18,831,000 | 9.19% |
| Avondale Wealth Management | 304,591 | $8,126,000 | 8.22% |
| Tri-Star Advisors Inc. | 730,929 | $19,074,000 | 8.00% |
| ACCESS FINANCIAL SERVICES, INC. | 644,349 | $17,191,000 | 7.73% |