ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 567 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,014,047 | +5.4% | 92,071 | +9.5% | 1.22% | +6.8% |
| Q2 2023 | $1,910,915 | +3.1% | 84,070 | +6.0% | 1.15% | +2.3% |
| Q1 2023 | $1,853,556 | +11.8% | 79,280 | +8.6% | 1.12% | -0.8% |
| Q4 2022 | $1,658,471 | +44.1% | 72,996 | +44.4% | 1.13% | +18.7% |
| Q3 2022 | $1,151,000 | -2.6% | 50,555 | +2.2% | 0.95% | -5.8% |
| Q2 2022 | $1,182,000 | +12.6% | 49,448 | +15.1% | 1.01% | +8.4% |
| Q1 2022 | $1,050,000 | +24.1% | 42,962 | +35.4% | 0.93% | +14.1% |
| Q4 2021 | $846,000 | – | 31,727 | – | 0.82% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jordan Park Group LLC | 12,074,661 | $320,341,000 | 14.96% |
| ERTS Wealth Advisors, LLC | 2,047,943 | $54,327,000 | 14.25% |
| CLIENT 1ST ADVISORY GROUP, LLC | 782,153 | $20,751,000 | 10.59% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5,532,426 | $146,775,000 | 10.02% |
| Antonetti Capital Management LLC | 446,948 | $11,858,000 | 9.67% |
| Tri-Star Advisors Inc. | 719,695 | $19,079,000 | 8.38% |
| Williams Financial, LLC | 330,264 | $8,762,000 | 7.58% |
| Avondale Wealth Management | 288,128 | $7,644,000 | 7.46% |
| Legacy Financial Advisors, Inc. | 1,108,076 | $29,397,000 | 7.21% |
| Tennessee Valley Asset Management Partners | 672,062 | $17,830,000 | 6.77% |