ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 562 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,865,679 | +6.2% | 356,882 | +10.4% | 4.12% | +10.7% |
| Q2 2023 | $7,405,631 | -0.5% | 323,390 | +1.6% | 3.72% | -4.1% |
| Q1 2023 | $7,441,153 | +4.2% | 318,270 | +1.3% | 3.88% | -2.9% |
| Q4 2022 | $7,138,715 | +2.7% | 314,204 | +2.1% | 4.00% | +4.2% |
| Q3 2022 | $6,951,000 | -14.7% | 307,688 | -9.7% | 3.84% | -18.6% |
| Q2 2022 | $8,146,000 | -8.3% | 340,833 | -4.5% | 4.72% | +26.6% |
| Q1 2022 | $8,888,000 | -7.0% | 356,813 | -0.3% | 3.72% | -4.4% |
| Q4 2021 | $9,553,000 | – | 358,066 | – | 3.90% | – |
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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% |