ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 621 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $28,100 | -72.8% | 1,245 | -72.6% | 0.00% | -100.0% |
| Q1 2024 | $103,490 | -1.2% | 4,545 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $104,717 | +4.5% | 4,545 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $100,172 | -3.8% | 4,545 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $104,081 | -67.1% | 4,545 | -66.4% | 0.00% | -66.7% |
| Q1 2023 | $316,682 | +21.8% | 13,545 | +18.3% | 0.00% | 0.0% |
| Q4 2022 | $260,030 | +23.6% | 11,445 | +23.8% | 0.00% | +50.0% |
| Q3 2022 | $210,416 | +18.7% | 9,245 | +24.6% | 0.00% | 0.0% |
| Q2 2022 | $177,338 | +229.0% | 7,420 | +242.9% | 0.00% | +100.0% |
| Q1 2022 | $53,905 | – | 2,164 | – | 0.00% | – |
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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% |