ICA Group Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 633 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 8.72 and the average weighting 0.8%.

Quarter-by-quarter ownership
ICA Group Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$209,685
+285.9%
9,156
+294.0%
0.05%
+307.7%
Q1 2023$54,331
-77.5%
2,324
-78.1%
0.01%
-77.2%
Q4 2022$241,531
-17.0%
10,622
-17.0%
0.06%
-8.1%
Q3 2022$291,000
-1.4%
12,804
+3.2%
0.06%
+12.7%
Q2 2022$295,000
+9.7%
12,402
+9.8%
0.06%
+7.8%
Q1 2022$269,00011,2920.05%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders