INVESTMENT MANAGEMENT ASSOCIATES INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 567 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.1%.

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 Q3 2022
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