W ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 584 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
W ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$288,036
-17.9%
12,578
-16.2%
0.23%
-22.1%
Q1 2023$350,981
+37.2%
15,012
+33.3%
0.29%
+36.2%
Q4 2022$255,895
-67.8%
11,263
-67.7%
0.21%
-71.2%
Q3 2022$794,000
+30.0%
34,874
+36.5%
0.74%
+39.7%
Q2 2022$611,000
+1.8%
25,540
+6.0%
0.53%
+16.5%
Q1 2022$600,000
-20.7%
24,098
-15.1%
0.45%
-19.5%
Q4 2021$757,00028,3760.56%
Other shareholders
ISHARES TR shareholders Q4 2021
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