ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 369 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $317,000 | +18.3% | 13,918 | +24.0% | 0.08% | +18.8% |
| Q2 2022 | $268,000 | -15.2% | 11,224 | -11.6% | 0.06% | +1.6% |
| Q1 2022 | $316,000 | +4.6% | 12,703 | +12.4% | 0.06% | +5.0% |
| Q4 2021 | $302,000 | +2.4% | 11,305 | +1.7% | 0.06% | -34.1% |
| Q3 2021 | $295,000 | -21.3% | 11,119 | -21.2% | 0.09% | -18.0% |
| Q2 2021 | $375,000 | +5.6% | 14,103 | +3.9% | 0.11% | -14.6% |
| Q1 2021 | $355,000 | +0.3% | 13,570 | +4.5% | 0.13% | -6.5% |
| Q4 2020 | $354,000 | -0.8% | 12,989 | +1.8% | 0.14% | -25.7% |
| Q3 2020 | $357,000 | 0.0% | 12,761 | +0.1% | 0.19% | -24.9% |
| Q2 2020 | $357,000 | -18.3% | 12,746 | -18.2% | 0.25% | -42.4% |
| Q1 2020 | $437,000 | -7.2% | 15,584 | -14.1% | 0.43% | +9.4% |
| Q4 2019 | $471,000 | – | 18,138 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 3,610,117 | $89,134,000 | 9.03% |
| PARK AVENUE SECURITIES LLC | 1,152,200 | $28,459,000 | 6.31% |
| Relative Value Partners Group, LLC | 1,206,594 | $29,791,000 | 3.30% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 17,407,995 | $429,803,000 | 3.28% |
| SUNTRUST BANKS INC | 21,085,683 | $520,605,000 | 2.91% |
| CADINHA & CO LLC | 554,998 | $13,703,000 | 2.76% |
| Lenox Wealth Management, Inc. | 275,512 | $6,802,000 | 2.19% |
| LVZ, Inc. | 308,724 | $7,622,000 | 2.07% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 410,617 | $10,138,000 | 1.78% |
| Allegis Investment Advisors, LLC | 229,454 | $5,665,000 | 1.74% |