ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 505 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,384,971 | +100845.4% | 62,839 | +4.9% | 0.06% | +3.4% |
| Q2 2023 | $1,372 | -2.1% | 59,880 | -0.1% | 0.06% | -4.9% |
| Q1 2023 | $1,402 | +12.1% | 59,966 | +9.0% | 0.06% | +8.9% |
| Q4 2022 | $1,251 | -99.9% | 55,014 | 0.0% | 0.06% | -34.1% |
| Q3 2022 | $1,252,000 | +1.5% | 55,014 | +6.6% | 0.08% | +57.4% |
| Q2 2022 | $1,234,000 | +0.7% | 51,619 | +4.9% | 0.05% | +17.4% |
| Q1 2022 | $1,226,000 | -5.8% | 49,215 | +0.8% | 0.05% | -2.1% |
| Q4 2021 | $1,302,000 | +5.4% | 48,817 | +4.8% | 0.05% | 0.0% |
| Q3 2021 | $1,235,000 | +0.7% | 46,573 | +1.0% | 0.05% | +2.2% |
| Q2 2021 | $1,227,000 | +37.2% | 46,130 | +35.2% | 0.05% | +31.4% |
| Q1 2021 | $894,000 | – | 34,119 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Model Capital Management LLC | 3,711,926 | $97,215,000 | 20.39% |
| CLIENT 1ST ADVISORY GROUP, LLC | 711,188 | $18,626,000 | 10.66% |
| Tri-Star Advisors Inc. | 804,562 | $21,216,000 | 10.25% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 4,994,164 | $130,797,000 | 9.51% |
| Spectrum Planning & Advisory Services Inc. | 328,118 | $8,593,000 | 8.83% |
| Stewardship Advisors, LLC | 819,307 | $21,458,000 | 8.44% |
| Copperleaf Capital, LLC | 301,457 | $7,895,000 | 8.43% |
| MA Private Wealth | 1,481,236 | $38,794,000 | 8.09% |
| ONE Advisory Partners, LLC | 464,819 | $12,174,000 | 7.99% |
| Williams Financial, LLC | 352,019 | $9,219,000 | 7.96% |