ICA Group Wealth Management, LLC - 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
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 Q3 2023
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