ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 627 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,252,345 | +3.8% | 56,925 | +6.8% | 0.14% | +3.8% |
| Q2 2023 | $1,206,292 | +5.4% | 53,281 | +8.8% | 0.13% | +9.0% |
| Q1 2023 | $1,144,542 | -30.4% | 48,954 | -32.3% | 0.12% | -36.8% |
| Q4 2022 | $1,643,876 | +5.2% | 72,354 | +3.8% | 0.19% | +1.6% |
| Q3 2022 | $1,563,000 | +80.5% | 69,696 | +95.3% | 0.19% | +82.7% |
| Q2 2022 | $866,000 | +18.0% | 35,692 | +21.2% | 0.10% | +22.4% |
| Q1 2022 | $734,000 | +3.7% | 29,454 | +8.5% | 0.08% | -5.6% |
| Q4 2021 | $708,000 | – | 27,150 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Antonetti Capital Management LLC | 534,175 | $11,773,224 | 18.39% |
| Hoese & Co LLP | 765,533 | $16,864,576 | 17.28% |
| Heirloom Wealth Management | 1,591,598 | $35,078,820 | 15.59% |
| Nationwide Fund Advisors | 5,761,302 | $126,979,096 | 13.88% |
| Fund Evaluation Group, LLC | 5,855,554 | $129,056 | 11.47% |
| ERTS Wealth Advisors, LLC | 2,119,842 | $46,721,315 | 11.25% |
| Crane Advisory, LLC | 1,895,834 | $41,641,995 | 10.44% |
| COOK WEALTH MANAGEMENT GROUP LLC | 620,159 | $13,519,466 | 10.37% |
| ACCESS FINANCIAL SERVICES, INC. | 757,595 | $16,697,394 | 10.00% |
| Spectrum Asset Management, Inc. (NB/CA) | 785,340 | $17,308,900 | 9.09% |