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 | $589,178 | +19.4% | 26,732 | +24.0% | 0.00% | 0.0% |
| Q2 2023 | $493,609 | -1.4% | 21,555 | +0.6% | 0.00% | 0.0% |
| Q1 2023 | $500,743 | +12.6% | 21,418 | +9.4% | 0.00% | 0.0% |
| Q4 2022 | $444,773 | +112.8% | 19,576 | +113.4% | 0.00% | +100.0% |
| Q3 2022 | $209,000 | -14.0% | 9,173 | -9.7% | 0.00% | 0.0% |
| Q2 2022 | $243,000 | -27.5% | 10,163 | -24.5% | 0.00% | 0.0% |
| Q1 2022 | $335,000 | -22.5% | 13,458 | -17.0% | 0.00% | 0.0% |
| Q4 2021 | $432,000 | +23.4% | 16,207 | +22.9% | 0.00% | 0.0% |
| Q3 2021 | $350,000 | -7.9% | 13,190 | -7.7% | 0.00% | 0.0% |
| Q2 2021 | $380,000 | +40.7% | 14,288 | +38.4% | 0.00% | 0.0% |
| Q1 2021 | $270,000 | -49.3% | 10,320 | -47.3% | 0.00% | -50.0% |
| Q4 2020 | $533,000 | -21.6% | 19,567 | -19.6% | 0.00% | -33.3% |
| Q3 2020 | $680,000 | -19.7% | 24,334 | -19.6% | 0.00% | -25.0% |
| Q2 2020 | $847,000 | +120.6% | 30,264 | +120.6% | 0.00% | +100.0% |
| Q1 2020 | $384,000 | +64.1% | 13,722 | +52.3% | 0.00% | +100.0% |
| Q4 2019 | $234,000 | +14.1% | 9,012 | +15.8% | 0.00% | 0.0% |
| Q3 2019 | $205,000 | +2.0% | 7,785 | +0.1% | 0.00% | 0.0% |
| Q2 2019 | $201,000 | +0.5% | 7,781 | -1.8% | 0.00% | 0.0% |
| Q1 2019 | $200,000 | -15.3% | 7,927 | -15.4% | 0.00% | -50.0% |
| Q4 2018 | $236,000 | -32.8% | 9,366 | -35.0% | 0.00% | 0.0% |
| Q3 2018 | $351,000 | -11.1% | 14,410 | -10.2% | 0.00% | -33.3% |
| Q2 2018 | $395,000 | -6.6% | 16,051 | -6.2% | 0.00% | 0.0% |
| Q1 2018 | $423,000 | – | 17,115 | – | 0.00% | – |
Download | ||||||
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% |