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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $10,529 | -2.1% | 460 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10,750 | -99.9% | 460 | -99.9% | 0.00% | -99.9% |
| Q4 2022 | $8,721,701 | -2.5% | 384,048 | -2.3% | 3.54% | -13.5% |
| Q3 2022 | $8,942,000 | +2.7% | 393,050 | +7.9% | 4.09% | +18.6% |
| Q2 2022 | $8,705,000 | -9.9% | 364,361 | -6.1% | 3.45% | +10.0% |
| Q1 2022 | $9,659,000 | -4.2% | 387,926 | +2.6% | 3.14% | +11.2% |
| Q4 2021 | $10,086,000 | +2.8% | 378,036 | +2.2% | 2.82% | +0.8% |
| Q3 2021 | $9,811,000 | +0.0% | 369,931 | +0.3% | 2.80% | +1.0% |
| Q2 2021 | $9,810,000 | – | 368,949 | – | 2.77% | – |
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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% |