Crestmont Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 567 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.1%.

Quarter-by-quarter ownership
Crestmont Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,459,145
-5.2%
156,948
-1.5%
2.12%
-1.1%
Q2 2023$3,648,543
+6.2%
159,325
+8.5%
2.14%
-4.7%
Q1 2023$3,434,106
+3.0%
146,882
+0.1%
2.24%
-1.6%
Q4 2022$3,333,960
-0.4%
146,741
-0.3%
2.28%
-10.2%
Q3 2022$3,349,000
-2.2%
147,134
+2.7%
2.54%
-25.1%
Q2 2022$3,423,000
-0.6%
143,234
+3.6%
3.39%
+3.8%
Q1 2022$3,444,000
-3.9%
138,276
+2.9%
3.27%
-3.8%
Q4 2021$3,584,000134,3193.39%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
Cook Wealth, LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders