INVESTMENT MANAGEMENT ASSOCIATES INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$17,495,394
-2.1%
763,9910.0%6.36%
-13.5%
Q1 2023$17,862,110
+10.7%
763,991
+7.5%
7.36%
+9.0%
Q4 2022$16,139,402
+46.2%
710,361
+46.5%
6.76%
+30.2%
Q3 2022$11,036,000
-19.3%
484,871
-13.9%
5.19%
-11.7%
Q2 2022$13,667,000
+14.2%
563,342
+17.2%
5.88%
+10.4%
Q1 2022$11,972,000
+66.6%
480,610
+78.4%
5.32%
+63.1%
Q4 2021$7,187,000
+27.4%
269,377
+26.6%
3.26%
+11.2%
Q3 2021$5,643,000
-0.3%
212,7190.0%2.94%
-0.2%
Q2 2021$5,658,000
+1.6%
212,7190.0%2.94%
-9.6%
Q1 2021$5,571,000
+30.0%
212,719
+35.1%
3.25%
+1.7%
Q4 2020$4,287,000157,3953.20%
Other shareholders
ISHARES TR shareholders Q1 2022
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