Lifeworks Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 633 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 8.72 and the average weighting 0.8%.

Quarter-by-quarter ownership
Lifeworks Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,873,784
+13.9%
357,250
+18.3%
3.06%
+4.0%
Q2 2023$6,913,074
+90.3%
301,881
+94.3%
2.94%
+71.7%
Q1 2023$3,631,779
+1528.8%
155,337
+1482.8%
1.72%
+1261.1%
Q4 2022$222,974
+1.4%
9,8140.0%0.13%
+0.8%
Q3 2022$220,0009,8140.12%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders