ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 399 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,835 | -12.6% | 83,272 | -9.2% | 0.00% | -33.3% |
| Q2 2023 | $2,100 | -12.9% | 91,727 | -11.1% | 0.00% | 0.0% |
| Q1 2023 | $2,412 | +27.8% | 103,182 | +24.2% | 0.00% | 0.0% |
| Q4 2022 | $1,888 | -76.4% | 83,107 | +22483.4% | 0.00% | – |
| Q3 2022 | $8,000 | 0.0% | 368 | 0.0% | 0.00% | – |
| Q2 2022 | $8,000 | -33.3% | 368 | -29.0% | 0.00% | – |
| Q1 2022 | $12,000 | +50.0% | 518 | +71.5% | 0.00% | – |
| Q4 2021 | $8,000 | 0.0% | 302 | 0.0% | 0.00% | – |
| Q3 2021 | $8,000 | -20.0% | 302 | -22.2% | 0.00% | – |
| Q2 2021 | $10,000 | 0.0% | 388 | -6.1% | 0.00% | – |
| Q1 2021 | $10,000 | -16.7% | 413 | -8.8% | 0.00% | – |
| Q4 2020 | $12,000 | -25.0% | 453 | -21.4% | 0.00% | – |
| Q3 2020 | $16,000 | -33.3% | 576 | -34.8% | 0.00% | – |
| Q2 2020 | $24,000 | -17.2% | 883 | -15.3% | 0.00% | – |
| Q1 2020 | $29,000 | -98.5% | 1,043 | -98.6% | 0.00% | -100.0% |
| Q4 2016 | $1,882,000 | -4.4% | 75,525 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $1,969,000 | -0.6% | 75,525 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $1,981,000 | +4.3% | 75,525 | +2.6% | 0.00% | 0.0% |
| Q1 2016 | $1,899,000 | +3.9% | 73,595 | +0.8% | 0.00% | 0.0% |
| Q4 2015 | $1,828,000 | -11.9% | 72,975 | -10.7% | 0.00% | -20.0% |
| Q3 2015 | $2,075,000 | -1.9% | 81,700 | -3.4% | 0.01% | +25.0% |
| Q2 2015 | $2,116,000 | -26.9% | 84,580 | -25.4% | 0.00% | -33.3% |
| Q1 2015 | $2,894,000 | +1.5% | 113,330 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $2,850,000 | – | 113,330 | – | 0.01% | – |
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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% |