PROVENCE WEALTH MANAGEMENT GROUP - ISHARES TR ownership

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
PROVENCE WEALTH MANAGEMENT GROUP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,543,132
-4.5%
70,015
-0.8%
0.95%
-0.3%
Q2 2023$1,616,655
+160.7%
70,596
+166.1%
0.95%
+129.8%
Q1 2023$620,201
-10.1%
26,527
-12.7%
0.41%
-26.6%
Q4 2022$690,256
-78.2%
30,381
-78.1%
0.56%
-86.4%
Q3 2022$3,163,000
+53.2%
138,982
+60.9%
4.13%
+52.4%
Q2 2022$2,065,000
-0.1%
86,391
+4.1%
2.71%
+14.6%
Q1 2022$2,067,000
+20.7%
82,964
+29.3%
2.36%
+22.1%
Q4 2021$1,712,00064,1621.94%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders