Cape Investment Advisory, Inc. - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 675 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 52.94 and the average weighting 0.8%.

Quarter-by-quarter ownership
Cape Investment Advisory, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$50,173
-11.5%
2,223
-10.7%
0.02%
-11.5%
Q1 2024$56,675
-6.5%
2,489
-5.4%
0.03%
-13.3%
Q4 2023$60,618
-23.6%
2,631
-27.0%
0.03%
-33.3%
Q3 2023$79,388
-59.1%
3,602
-57.5%
0.04%
-58.3%
Q2 2023$194,100
-7.9%
8,476
-5.9%
0.11%
-15.6%
Q1 2023$210,6549,0100.13%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 3,722,557$84,018,11170.88%
PEAVINE CAPITAL, LLC 9,617,689$217,071,24155.15%
Morningstar Investment Management LLC 8,717,729$196,75920.56%
Hoese & Co LLP 893,320$20,010,27217.46%
Fund Evaluation Group, LLC 11,116,463$250,89915.34%
Nationwide Fund Advisors 5,465,748$123,361,93213.44%
Heirloom Wealth Management 1,713,165$38,666,13412.53%
Jordan Park Group LLC 6,312,329$142,469,27610.90%
Verum Partners LLC 1,381,578$31,182,20710.07%
SYM FINANCIAL Corp 2,786,856$62,899,34710.03%
View complete list of ISHARES TR shareholders