Sigma Planning Corp - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 510 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$633,057
-42.4%
28,723
-40.2%
0.02%
-38.5%
Q2 2023$1,099,168
+17.1%
47,998
+19.5%
0.04%
+25.8%
Q1 2023$938,840
-21.4%
40,155
-23.6%
0.03%
-27.9%
Q4 2022$1,193,771
-30.8%
52,542
-30.7%
0.04%
-34.8%
Q3 2022$1,725,000
-29.1%
75,808
-25.5%
0.07%
-22.4%
Q2 2022$2,433,000
-41.3%
101,791
-38.9%
0.08%
-31.5%
Q1 2022$4,148,000
+18.5%
166,534
+26.9%
0.12%
+26.5%
Q4 2021$3,501,000
-5.7%
131,209
-6.2%
0.10%
-12.5%
Q3 2021$3,711,000
-24.2%
139,868
-24.0%
0.11%
-23.3%
Q2 2021$4,897,000
-4.0%
184,107
-5.5%
0.15%
-10.4%
Q1 2021$5,100,000
+1.1%
194,749
+5.1%
0.16%
-5.2%
Q4 2020$5,046,000
-1.4%
185,252
+1.2%
0.17%
-15.3%
Q3 2020$5,119,000
+3.2%
183,145
+3.3%
0.20%
-6.9%
Q2 2020$4,961,000
+6.4%
177,244
+6.5%
0.22%
-21.3%
Q1 2020$4,664,000
-1.2%
166,503
-8.5%
0.28%
+39.2%
Q4 2019$4,723,000
+8.9%
182,058
+10.5%
0.20%
-4.3%
Q3 2019$4,338,000
+32.3%
164,801
+29.8%
0.21%
+23.1%
Q2 2019$3,278,000
+89.2%
126,990
+84.9%
0.17%
+72.4%
Q1 2019$1,733,000
+243.8%
68,667
+236.1%
0.10%
+164.9%
Q4 2018$504,000
+122.0%
20,433
+118.8%
0.04%
+184.6%
Q3 2018$227,000
-20.6%
9,340
-19.7%
0.01%
-31.6%
Q2 2018$286,000
+42.3%
11,630
+45.1%
0.02%
+26.7%
Q4 2017$201,000
-0.5%
8,013
-0.1%
0.02%
-11.8%
Q3 2017$202,000
-29.4%
8,018
-29.1%
0.02%
-37.0%
Q2 2017$286,000
-1.0%
11,304
-2.0%
0.03%
-3.6%
Q1 2017$289,000
+2.8%
11,535
+2.3%
0.03%
-9.7%
Q4 2016$281,000
-68.9%
11,278
-67.4%
0.03%
-71.0%
Q3 2016$903,000
+235.7%
34,620
+238.3%
0.11%
+205.7%
Q2 2016$269,000
+31.9%
10,233
+29.6%
0.04%
+25.0%
Q1 2016$204,0007,8930.03%
Other shareholders
ISHARES TR shareholders Q1 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