Paladin Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 613 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.

Quarter-by-quarter ownership
Paladin Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,677,373
+6.0%
212,222
+10.2%
3.94%
+11.5%
Q2 2023$4,410,906
+294.5%
192,616
+302.8%
3.54%
+280.3%
Q1 2023$1,118,102
-10.6%
47,823
-13.1%
0.93%
-13.0%
Q4 2022$1,250,577
+50.9%
55,043
+51.1%
1.07%
+41.4%
Q3 2022$829,000
+542.6%
36,439
+648.4%
0.76%
+620.0%
Q4 2021$129,0004,8690.10%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 545,022$12,742,61318.50%
Spectrum Asset Management, Inc. (NB/CA) 1,225,801$28,659,23914.18%
Nationwide Fund Advisors 5,310,252$124,153,69212.50%
ACCESS FINANCIAL SERVICES, INC. 746,293$17,448,33010.60%
ERTS Wealth Advisors, LLC 1,855,616$43,384,29510.51%
SCS Capital Management LLC 13,479,432$315,148,9929.28%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 763,991$17,862,1107.36%
ALTERNA WEALTH MANAGEMENT, INC 224,659$5,252,5276.58%
FFG RETIREMENT ADVISORS LLC 320,731$7,498,6916.42%
Williams Financial, LLC 337,372$7,887,7686.16%
View complete list of ISHARES TR shareholders