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 | $1,459,896 | -48.7% | 66,238 | -46.7% | 0.85% | -51.8% |
| Q2 2023 | $2,845,759 | +119.6% | 124,269 | +124.2% | 1.77% | +105.3% |
| Q1 2023 | $1,295,661 | +346.8% | 55,418 | +334.1% | 0.86% | +236.7% |
| Q4 2022 | $290,015 | +35.5% | 12,765 | +35.7% | 0.26% | -10.8% |
| Q3 2022 | $214,000 | – | 9,408 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Antonetti Capital Management LLC | 545,022 | $12,742,613 | 18.50% |
| Spectrum Asset Management, Inc. (NB/CA) | 1,225,801 | $28,659,239 | 14.18% |
| Nationwide Fund Advisors | 5,310,252 | $124,153,692 | 12.50% |
| ACCESS FINANCIAL SERVICES, INC. | 746,293 | $17,448,330 | 10.60% |
| ERTS Wealth Advisors, LLC | 1,855,616 | $43,384,295 | 10.51% |
| SCS Capital Management LLC | 13,479,432 | $315,148,992 | 9.28% |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 763,991 | $17,862,110 | 7.36% |
| ALTERNA WEALTH MANAGEMENT, INC | 224,659 | $5,252,527 | 6.58% |
| FFG RETIREMENT ADVISORS LLC | 320,731 | $7,498,691 | 6.42% |
| Williams Financial, LLC | 337,372 | $7,887,768 | 6.16% |