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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,104,301 | -19.8% | 310,231 | -18.1% | 1.52% | -9.7% |
| Q1 2023 | $8,857,022 | +86.4% | 378,829 | +81.4% | 1.68% | +74.1% |
| Q4 2022 | $4,752,155 | -54.2% | 208,854 | -54.1% | 0.96% | -56.1% |
| Q3 2022 | $10,367,000 | -6.9% | 455,492 | -2.2% | 2.20% | -7.3% |
| Q2 2022 | $11,131,000 | +2.2% | 465,771 | +6.6% | 2.37% | +19.7% |
| Q1 2022 | $10,887,000 | +16.2% | 437,065 | +24.4% | 1.98% | +6.5% |
| Q4 2021 | $9,370,000 | – | 351,202 | – | 1.86% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Antonetti Capital Management LLC | 534,175 | $11,773,224 | 18.39% |
| Hoese & Co LLP | 765,533 | $16,864,576 | 17.28% |
| Heirloom Wealth Management | 1,591,598 | $35,078,820 | 15.59% |
| Nationwide Fund Advisors | 5,761,302 | $126,979,096 | 13.88% |
| Fund Evaluation Group, LLC | 5,855,554 | $129,056 | 11.47% |
| ERTS Wealth Advisors, LLC | 2,119,842 | $46,721,315 | 11.25% |
| Crane Advisory, LLC | 1,895,834 | $41,641,995 | 10.44% |
| COOK WEALTH MANAGEMENT GROUP LLC | 620,159 | $13,519,466 | 10.37% |
| ACCESS FINANCIAL SERVICES, INC. | 757,595 | $16,697,394 | 10.00% |
| Spectrum Asset Management, Inc. (NB/CA) | 785,340 | $17,308,900 | 9.09% |