Wedmont Private Capital - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 14 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
Wedmont Private Capital ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$33,386,525
+14.5%
1,519,987
+19.2%
3.38%
+7.5%
Q2 2023$29,165,537
+12.4%
1,275,275
+15.1%
3.14%
-8.3%
Q1 2023$25,952,026
+14.5%
1,108,114
+13.2%
3.42%
+1.0%
Q4 2022$22,656,327
+24.0%
979,098
+22.0%
3.39%
-7.6%
Q3 2022$18,266,000
-9.8%
802,544
-5.3%
3.67%
-15.9%
Q2 2022$20,251,000
+33.3%
847,316
+38.3%
4.37%
+28.8%
Q1 2022$15,196,000
+17.3%
612,725
+23.7%
3.39%
-15.1%
Q4 2021$12,951,000495,4373.99%
Other shareholders
ISHARES TR shareholders Q4 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