Lifeworks Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 627 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.17 and the average weighting 0.7%.

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 Q3 2023
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders