Brinker Capital Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 505 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Brinker Capital Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$1,129,968
-50.3%
49,735
-50.2%
0.02%
-53.2%
Q3 2022$2,272,000
+136.4%
99,838
+148.3%
0.05%
+161.1%
Q2 2022$961,000
-51.4%
40,202
-49.3%
0.02%
-40.0%
Q1 2022$1,976,000
+1.3%
79,326
+8.5%
0.03%
+7.1%
Q4 2021$1,950,000
+498.2%
73,104
+496.9%
0.03%
+460.0%
Q3 2021$326,0000.0%12,2480.0%0.01%
+25.0%
Q2 2021$326,0000.0%12,248
-1.6%
0.00%
-20.0%
Q1 2021$326,000
+28.9%
12,449
+37.3%
0.01%
+25.0%
Q3 2020$253,000
+16.1%
9,069
+9.4%
0.00%
-50.0%
Q3 2019$218,000
-98.1%
8,289
-98.2%
0.01%
-97.8%
Q2 2019$11,662,000
+277.8%
451,749
+269.4%
0.36%
+268.7%
Q1 2019$3,087,000
+222.9%
122,293
+215.3%
0.10%
+200.0%
Q4 2018$956,000
+315.7%
38,790
+310.8%
0.03%
+371.4%
Q3 2018$230,000
+389.4%
9,442
+407.6%
0.01%
+250.0%
Q3 2017$47,000
-84.8%
1,860
-84.3%
0.00%
-84.6%
Q2 2016$310,000
+1.6%
11,821
-0.1%
0.01%0.0%
Q1 2016$305,000
-1.6%
11,838
-4.2%
0.01%0.0%
Q4 2015$310,000
+6.2%
12,363
+7.7%
0.01%0.0%
Q3 2015$292,000
-58.2%
11,477
-58.9%
0.01%
-51.9%
Q2 2015$699,000
+4.8%
27,926
+6.9%
0.03%
+8.0%
Q1 2015$667,000
+14.0%
26,133
+12.4%
0.02%
+13.6%
Q4 2014$585,000
+37.0%
23,257
+35.2%
0.02%
+37.5%
Q3 2014$427,000
+52.5%
17,201
+52.6%
0.02%
+60.0%
Q2 2014$280,000
+44.3%
11,275
+42.4%
0.01%
+42.9%
Q1 2014$194,0007,9170.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,610,117$89,134,0009.03%
PARK AVENUE SECURITIES LLC 1,152,200$28,459,0006.31%
Relative Value Partners Group, LLC 1,206,594$29,791,0003.30%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,407,995$429,803,0003.28%
SUNTRUST BANKS INC 21,085,683$520,605,0002.91%
CADINHA & CO LLC 554,998$13,703,0002.76%
Lenox Wealth Management, Inc. 275,512$6,802,0002.19%
LVZ, Inc. 308,724$7,622,0002.07%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 410,617$10,138,0001.78%
Allegis Investment Advisors, LLC 229,454$5,665,0001.74%
View complete list of ISHARES TR shareholders