ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 675 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 52.94 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $99,376 | -91.3% | 4,403 | -91.3% | 0.04% | -91.6% |
| Q1 2024 | $1,146,879 | -76.3% | 50,368 | -76.0% | 0.43% | -78.6% |
| Q4 2023 | $4,830,589 | -55.0% | 209,661 | -56.9% | 2.01% | -59.8% |
| Q3 2023 | $10,724,774 | +6.4% | 486,605 | +10.5% | 5.01% | +5.8% |
| Q2 2023 | $10,083,374 | +4.0% | 440,322 | +6.1% | 4.73% | -5.5% |
| Q1 2023 | $9,699,590 | +35.5% | 414,867 | +31.7% | 5.01% | +20.5% |
| Q4 2022 | $7,159,254 | – | 315,108 | – | 4.16% | – |
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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% |