ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 570 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $942,490 | -2.7% | 42,359 | +0.8% | 0.34% | -7.3% |
| Q4 2023 | $968,327 | +0.7% | 42,028 | -3.6% | 0.37% | -11.1% |
| Q3 2023 | $961,188 | +0.2% | 43,611 | +4.1% | 0.42% | +1.0% |
| Q2 2023 | $959,511 | -2.2% | 41,900 | -0.2% | 0.41% | -15.1% |
| Q1 2023 | $981,143 | +35.9% | 41,965 | +32.1% | 0.48% | +20.1% |
| Q4 2022 | $722,020 | +4.8% | 31,779 | +5.0% | 0.40% | -11.2% |
| Q3 2022 | $689,000 | -42.2% | 30,253 | -39.4% | 0.45% | -43.4% |
| Q2 2022 | $1,193,000 | +18.8% | 49,909 | +23.8% | 0.80% | +2.4% |
| Q1 2022 | $1,004,000 | +23.8% | 40,309 | +32.6% | 0.78% | +53.8% |
| Q4 2021 | $811,000 | – | 30,391 | – | 0.51% | – |
Download | ||||||
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% |