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 | $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% | – |
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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% |