ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $413,000 | -4.6% | 18,118 | 0.0% | 0.02% | +5.0% |
| Q2 2022 | $433,000 | -4.8% | 18,118 | 0.0% | 0.02% | +11.1% |
| Q1 2022 | $455,000 | -5.8% | 18,118 | 0.0% | 0.02% | -5.3% |
| Q4 2021 | $483,000 | +0.6% | 18,118 | 0.0% | 0.02% | -5.0% |
| Q3 2021 | $480,000 | -0.2% | 18,118 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $481,000 | +1.3% | 18,118 | 0.0% | 0.02% | -4.8% |
| Q1 2021 | $475,000 | -3.8% | 18,118 | 0.0% | 0.02% | -8.7% |
| Q4 2020 | $494,000 | -2.4% | 18,118 | 0.0% | 0.02% | -14.8% |
| Q3 2020 | $506,000 | -0.2% | 18,118 | 0.0% | 0.03% | -6.9% |
| Q2 2020 | $507,000 | 0.0% | 18,118 | 0.0% | 0.03% | -19.4% |
| Q1 2020 | $507,000 | +7.9% | 18,118 | 0.0% | 0.04% | +44.0% |
| Q4 2019 | $470,000 | -1.5% | 18,118 | 0.0% | 0.02% | -7.4% |
| Q3 2019 | $477,000 | +1.9% | 18,118 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $468,000 | – | 18,118 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jordan Park Group LLC | 12,074,661 | $320,341,000 | 14.96% |
| ERTS Wealth Advisors, LLC | 2,047,943 | $54,327,000 | 14.25% |
| CLIENT 1ST ADVISORY GROUP, LLC | 782,153 | $20,751,000 | 10.59% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5,532,426 | $146,775,000 | 10.02% |
| Antonetti Capital Management LLC | 446,948 | $11,858,000 | 9.67% |
| Tri-Star Advisors Inc. | 719,695 | $19,079,000 | 8.38% |
| Williams Financial, LLC | 330,264 | $8,762,000 | 7.58% |
| Avondale Wealth Management | 288,128 | $7,644,000 | 7.46% |
| Legacy Financial Advisors, Inc. | 1,108,076 | $29,397,000 | 7.21% |
| Tennessee Valley Asset Management Partners | 672,062 | $17,830,000 | 6.77% |