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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,391,734 | +5.3% | 61,663 | +3.4% | 0.45% | -5.4% |
| Q1 2024 | $1,321,369 | +13.8% | 59,642 | +18.4% | 0.48% | -19.5% |
| Q4 2023 | $1,160,777 | -18.5% | 50,381 | -22.0% | 0.60% | -65.6% |
| Q3 2023 | $1,424,137 | +11.0% | 64,616 | +15.3% | 1.73% | +209.7% |
| Q2 2023 | $1,283,293 | +22.1% | 56,039 | +24.7% | 0.56% | -30.0% |
| Q1 2023 | $1,050,767 | -0.0% | 44,943 | -2.9% | 0.80% | -9.2% |
| Q4 2022 | $1,051,254 | – | 46,270 | – | 0.88% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jordan Park Group LLC | 9,519,220 | $253,211,000 | 14.13% |
| CLIENT 1ST ADVISORY GROUP, LLC | 830,465 | $22,090,000 | 11.46% |
| ERTS Wealth Advisors, LLC | 1,504,860 | $40,030,000 | 10.83% |
| Tri-Star Advisors Inc. | 872,786 | $23,216,000 | 10.45% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5,370,698 | $142,861,000 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 342,978 | $9,123,000 | 8.77% |
| Williams Financial, LLC | 403,197 | $10,725,000 | 8.72% |
| High Falls Advisors, Inc | 1,140,674 | $30,342,000 | 8.16% |
| ONE Advisory Partners, LLC | 486,875 | $12,951,000 | 7.96% |
| Copperleaf Capital, LLC | 302,625 | $8,050,000 | 7.88% |