ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 36 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $772,738 | -13.2% | 33,744 | -11.4% | 0.01% | -38.9% |
| Q1 2023 | $890,100 | -11.2% | 38,071 | -13.7% | 0.02% | -40.0% |
| Q4 2022 | $1,002,815 | +17.3% | 44,138 | +17.5% | 0.03% | +15.4% |
| Q3 2022 | $855,000 | +96.6% | 37,554 | +106.4% | 0.03% | +73.3% |
| Q2 2022 | $435,000 | -62.9% | 18,195 | -61.4% | 0.02% | -63.4% |
| Q1 2022 | $1,173,000 | +33.8% | 47,097 | +43.3% | 0.04% | +7.9% |
| Q4 2021 | $877,000 | +199.3% | 32,875 | +197.6% | 0.04% | +322.2% |
| Q3 2021 | $293,000 | +32.0% | 11,048 | +39.7% | 0.01% | +80.0% |
| Q1 2020 | $222,000 | -36.0% | 7,911 | -42.4% | 0.01% | +66.7% |
| Q1 2019 | $347,000 | -84.0% | 13,741 | -84.6% | 0.00% | -78.6% |
| Q3 2018 | $2,171,000 | +67.8% | 89,208 | +69.8% | 0.01% | +133.3% |
| Q2 2018 | $1,294,000 | +200.9% | 52,529 | +201.3% | 0.01% | +200.0% |
| Q1 2018 | $430,000 | +58.7% | 17,434 | +61.3% | 0.00% | -71.4% |
| Q4 2017 | $271,000 | -34.7% | 10,809 | -34.2% | 0.01% | -91.1% |
| Q2 2017 | $415,000 | +93.9% | 16,421 | +91.0% | 0.08% | +9.7% |
| Q4 2016 | $214,000 | -6.1% | 8,596 | -1.5% | 0.07% | -7.7% |
| Q3 2016 | $228,000 | -20.3% | 8,724 | -22.2% | 0.08% | -73.5% |
| Q1 2015 | $286,000 | – | 11,209 | – | 0.29% | – |
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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% |