ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 627 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,772,476 | +29.0% | 171,165 | +34.1% | 0.00% | +33.3% |
| Q2 2023 | $2,923,712 | -27.4% | 127,673 | -25.9% | 0.00% | -40.0% |
| Q1 2023 | $4,026,948 | +361.3% | 172,239 | +401.5% | 0.01% | +150.0% |
| Q3 2015 | $873,000 | -23.2% | 34,348 | -24.4% | 0.00% | 0.0% |
| Q2 2015 | $1,137,000 | -7.6% | 45,463 | -5.6% | 0.00% | 0.0% |
| Q1 2015 | $1,231,000 | +1.4% | 48,181 | -0.2% | 0.00% | -33.3% |
| Q4 2014 | $1,214,000 | +85.3% | 48,289 | +81.2% | 0.00% | +50.0% |
| Q2 2013 | $655,000 | – | 26,650 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Antonetti Capital Management LLC | 534,175 | $11,773,224 | 18.39% |
| Hoese & Co LLP | 765,533 | $16,864,576 | 17.28% |
| Heirloom Wealth Management | 1,591,598 | $35,078,820 | 15.59% |
| Nationwide Fund Advisors | 5,761,302 | $126,979,096 | 13.88% |
| Fund Evaluation Group, LLC | 5,855,554 | $129,056 | 11.47% |
| ERTS Wealth Advisors, LLC | 2,119,842 | $46,721,315 | 11.25% |
| Crane Advisory, LLC | 1,895,834 | $41,641,995 | 10.44% |
| COOK WEALTH MANAGEMENT GROUP LLC | 620,159 | $13,519,466 | 10.37% |
| ACCESS FINANCIAL SERVICES, INC. | 757,595 | $16,697,394 | 10.00% |
| Spectrum Asset Management, Inc. (NB/CA) | 785,340 | $17,308,900 | 9.09% |