Resurgent Financial Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 607 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 16.37 and the average weighting 0.8%.

Quarter-by-quarter ownership
Resurgent Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$52,654
-84.7%
2,389
-84.1%
0.04%
-84.2%
Q2 2023$344,828
+12.0%
15,058
+14.4%
0.23%
+11.2%
Q1 2023$307,798
-3.0%
13,165
-5.7%
0.20%
+22.8%
Q4 2022$317,171
-50.8%
13,960
-50.8%
0.17%
-61.3%
Q3 2022$645,000
+10.3%
28,350
+15.9%
0.43%
+14.9%
Q2 2022$585,00024,4710.38%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 545,022$12,742,61318.50%
Spectrum Asset Management, Inc. (NB/CA) 1,225,801$28,659,23914.18%
Nationwide Fund Advisors 5,310,252$124,153,69212.50%
ACCESS FINANCIAL SERVICES, INC. 746,293$17,448,33010.60%
ERTS Wealth Advisors, LLC 1,855,616$43,384,29510.51%
SCS Capital Management LLC 13,479,432$315,148,9929.28%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 763,991$17,862,1107.36%
ALTERNA WEALTH MANAGEMENT, INC 224,659$5,252,5276.58%
FFG RETIREMENT ADVISORS LLC 320,731$7,498,6916.42%
Williams Financial, LLC 337,372$7,887,7686.16%
View complete list of ISHARES TR shareholders