ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 607 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 16.37 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $359,340 | -3.8% | 16,304 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $373,362 | -2.1% | 16,304 | 0.0% | 0.04% | -7.5% |
| Q1 2023 | $381,188 | +2.9% | 16,304 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $370,427 | -0.2% | 16,304 | 0.0% | 0.04% | -11.1% |
| Q3 2022 | $371,000 | -4.9% | 16,304 | 0.0% | 0.04% | +2.3% |
| Q2 2022 | $390,000 | -3.9% | 16,304 | 0.0% | 0.04% | +12.8% |
| Q1 2022 | $406,000 | -6.7% | 16,304 | 0.0% | 0.04% | +2.6% |
| Q4 2021 | $435,000 | +1.9% | 16,304 | +1.4% | 0.04% | -7.3% |
| Q3 2021 | $427,000 | -0.2% | 16,084 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $428,000 | +1.7% | 16,084 | 0.0% | 0.04% | -4.7% |
| Q1 2021 | $421,000 | -3.9% | 16,084 | 0.0% | 0.04% | -10.4% |
| Q4 2020 | $438,000 | -2.7% | 16,084 | 0.0% | 0.05% | -11.1% |
| Q3 2020 | $450,000 | 0.0% | 16,084 | 0.0% | 0.05% | -8.5% |
| Q2 2020 | $450,000 | -0.2% | 16,084 | 0.0% | 0.06% | -16.9% |
| Q1 2020 | $451,000 | +8.2% | 16,084 | 0.0% | 0.07% | +36.5% |
| Q4 2019 | $417,000 | -1.4% | 16,084 | 0.0% | 0.05% | -7.1% |
| Q3 2019 | $423,000 | +1.9% | 16,084 | 0.0% | 0.06% | -3.4% |
| Q2 2019 | $415,000 | +2.2% | 16,084 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $406,000 | – | 16,084 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jordan Park Group LLC | 12,636,019 | $337,129,000 | 24.16% |
| ERTS Wealth Advisors, LLC | 2,159,629 | $57,589,000 | 13.74% |
| 3EDGE Asset Management, LP | 4,982,534 | $132,934,000 | 11.38% |
| PRUDENT INVESTORS NETWORK, INC. | 854,098 | $22,787,000 | 10.74% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5,808,127 | $154,961,000 | 9.95% |
| Antonetti Capital Management LLC | 460,574 | $12,288,000 | 9.62% |
| CLIENT 1ST ADVISORY GROUP, LLC | 705,809 | $18,831,000 | 9.19% |
| Avondale Wealth Management | 304,591 | $8,126,000 | 8.22% |
| Tri-Star Advisors Inc. | 730,929 | $19,074,000 | 8.00% |
| ACCESS FINANCIAL SERVICES, INC. | 644,349 | $17,191,000 | 7.73% |