REGATTA CAPITAL GROUP, LLC - ISHARES TR ownership

ISHARES TR's ticker is GNMA and the CUSIP is 46429B333. A total of 95 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
REGATTA CAPITAL GROUP, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$271,941
-12.4%
6,509
-8.1%
0.09%
-13.1%
Q2 2023$310,348
-17.1%
7,079
-17.7%
0.10%
-25.6%
Q1 2023$374,308
-0.0%
8,6040.0%0.13%0.0%
Q4 2022$374,310
+33.7%
8,604
+39.9%
0.13%
+16.7%
Q3 2022$280,000
+34.6%
6,148
+47.3%
0.11%
+56.2%
Q4 2021$208,0004,1740.07%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Prosperity Planning, Inc. 136,960$5,638,1012.79%
Bigelow Investment Advisors, LLC 84,030$3,655,7182.12%
FORT PITT CAPITAL GROUP, LLC 820,773$35,707,7281.46%
MYECFO, LLC 40,494$1,761,6921.45%
Portland Global Advisors LLC 176,961$7,6991.42%
RESOLUTE FINANCIAL, LLC 34,910$1,518,7491.29%
FIRST INTERSTATE BANK 392,673$17,0841.26%
DMC Group, LLC 24,923$1,0891.23%
Windward Private Wealth Management Inc. 54,655$2,377,7661.05%
WBI INVESTMENTS, LLC 69,575$3,026,8420.65%
View complete list of ISHARES TR shareholders