KENFARB & CO. - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 633 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 8.72 and the average weighting 0.8%.

Quarter-by-quarter ownership
KENFARB & CO. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$138,964
-3.8%
6,3080.0%0.13%
+0.8%
Q2 2023$144,389
-2.1%
6,3080.0%0.13%
-4.5%
Q1 2023$147,416
+2.9%
6,3080.0%0.13%
+3.9%
Q4 2022$143,254
-0.5%
6,3080.0%0.13%
-7.3%
Q3 2022$144,0006,3080.14%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,074,661$320,341,00014.96%
ERTS Wealth Advisors, LLC 2,047,943$54,327,00014.25%
CLIENT 1ST ADVISORY GROUP, LLC 782,153$20,751,00010.59%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,532,426$146,775,00010.02%
Antonetti Capital Management LLC 446,948$11,858,0009.67%
Tri-Star Advisors Inc. 719,695$19,079,0008.38%
Williams Financial, LLC 330,264$8,762,0007.58%
Avondale Wealth Management 288,128$7,644,0007.46%
Legacy Financial Advisors, Inc. 1,108,076$29,397,0007.21%
Tennessee Valley Asset Management Partners 672,062$17,830,0006.77%
View complete list of ISHARES TR shareholders