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 2023 | $259,675 | -3.8% | 11,782 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $269,808 | -2.1% | 11,782 | 0.0% | 0.01% | -9.1% |
| Q1 2023 | $275,463 | +2.9% | 11,782 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $267,687 | -0.1% | 11,782 | 0.0% | 0.01% | -8.3% |
| Q3 2022 | $268,000 | -5.0% | 11,782 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $282,000 | +21.6% | 11,782 | +26.6% | 0.01% | +33.3% |
| Q1 2022 | $232,000 | -5.7% | 9,310 | +1.0% | 0.01% | 0.0% |
| Q4 2021 | $246,000 | +13.4% | 9,220 | +13.2% | 0.01% | 0.0% |
| Q2 2021 | $217,000 | +1.9% | 8,147 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $213,000 | -26.0% | 8,147 | -22.8% | 0.01% | -30.8% |
| Q4 2020 | $288,000 | -58.9% | 10,559 | -57.8% | 0.01% | -69.8% |
| Q1 2020 | $701,000 | – | 25,023 | – | 0.04% | – |
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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% |