Verum Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 677 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.86 and the average weighting 0.8%.

Quarter-by-quarter ownership
Verum Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$31,182,207
+35.9%
1,381,578
+37.1%
10.07%
+23.6%
Q1 2024$22,943,614
+20.5%
1,007,625
+21.9%
8.15%
+8.2%
Q4 2023$19,037,944
+141.4%
826,300
+130.9%
7.53%
+113.6%
Q3 2023$7,886,407357,8223.52%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Jordan Park Group LLC 9,519,220$253,211,00014.13%
CLIENT 1ST ADVISORY GROUP, LLC 830,465$22,090,00011.46%
ERTS Wealth Advisors, LLC 1,504,860$40,030,00010.83%
Tri-Star Advisors Inc. 872,786$23,216,00010.45%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,370,698$142,861,0009.67%
Spectrum Planning & Advisory Services Inc. 342,978$9,123,0008.77%
Williams Financial, LLC 403,197$10,725,0008.72%
High Falls Advisors, Inc 1,140,674$30,342,0008.16%
ONE Advisory Partners, LLC 486,875$12,951,0007.96%
Copperleaf Capital, LLC 302,625$8,050,0007.88%
View complete list of ISHARES TR shareholders