ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 677 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.86 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,380,429 | +2.9% | 105,469 | +3.8% | 1.11% | -1.2% |
| Q1 2024 | $2,314,114 | +6.6% | 101,630 | +7.2% | 1.12% | -5.6% |
| Q4 2023 | $2,170,681 | +7.8% | 94,810 | +3.0% | 1.18% | -3.3% |
| 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 | 9,519,220 | $253,211,000 | 14.13% |
| CLIENT 1ST ADVISORY GROUP, LLC | 830,465 | $22,090,000 | 11.46% |
| ERTS Wealth Advisors, LLC | 1,504,860 | $40,030,000 | 10.83% |
| Tri-Star Advisors Inc. | 872,786 | $23,216,000 | 10.45% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5,370,698 | $142,861,000 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 342,978 | $9,123,000 | 8.77% |
| Williams Financial, LLC | 403,197 | $10,725,000 | 8.72% |
| High Falls Advisors, Inc | 1,140,674 | $30,342,000 | 8.16% |
| ONE Advisory Partners, LLC | 486,875 | $12,951,000 | 7.96% |
| Copperleaf Capital, LLC | 302,625 | $8,050,000 | 7.88% |