West Wealth Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
West Wealth Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,767,191
-67.7%
80,181
-66.5%
0.77%
-66.7%
Q2 2023$5,479,070
-3.3%
239,261
-1.2%
2.32%
-11.6%
Q1 2023$5,663,248
+35.0%
242,226
+31.2%
2.62%
+25.7%
Q4 2022$4,195,769
-61.7%
184,673
-61.6%
2.09%
-62.4%
Q3 2022$10,951,000
+15.1%
481,166
+20.9%
5.55%
+25.9%
Q2 2022$9,515,000
-23.4%
398,134
-20.2%
4.41%
-10.7%
Q1 2022$12,426,000
-22.2%
498,851
-16.7%
4.94%
-17.9%
Q4 2021$15,976,000598,8276.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders