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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,674 | -3.8% | 938 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $21,480 | -2.1% | 938 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $21,930 | +2.9% | 938 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $21,311 | -42.4% | 938 | -42.0% | 0.00% | 0.0% |
| Q3 2022 | $37,000 | +68.2% | 1,618 | +78.6% | 0.00% | 0.0% |
| Q2 2022 | $22,000 | -65.6% | 906 | -64.6% | 0.00% | -50.0% |
| Q1 2022 | $64,000 | +166.7% | 2,562 | +183.1% | 0.00% | +100.0% |
| Q4 2021 | $24,000 | 0.0% | 905 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $24,000 | 0.0% | 905 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $24,000 | 0.0% | 905 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $24,000 | -50.0% | 905 | -48.2% | 0.00% | -50.0% |
| Q4 2020 | $48,000 | +6.7% | 1,746 | +9.0% | 0.00% | 0.0% |
| Q3 2020 | $45,000 | +164.7% | 1,602 | +161.3% | 0.00% | +100.0% |
| Q2 2020 | $17,000 | -80.9% | 613 | -80.8% | 0.00% | -87.5% |
| Q1 2020 | $89,000 | -30.5% | 3,193 | -35.4% | 0.01% | -11.1% |
| Q4 2019 | $128,000 | +16.4% | 4,943 | +18.5% | 0.01% | 0.0% |
| Q3 2019 | $110,000 | +2.8% | 4,173 | +0.4% | 0.01% | 0.0% |
| Q2 2019 | $107,000 | +67.2% | 4,155 | +64.2% | 0.01% | +80.0% |
| Q1 2019 | $64,000 | -7.2% | 2,531 | -9.9% | 0.01% | -16.7% |
| Q4 2018 | $69,000 | +81.6% | 2,810 | +78.3% | 0.01% | +50.0% |
| Q3 2018 | $38,000 | -22.4% | 1,576 | -21.0% | 0.00% | -20.0% |
| Q2 2018 | $49,000 | +28.9% | 1,995 | +30.4% | 0.01% | +25.0% |
| Q1 2018 | $38,000 | – | 1,530 | – | 0.00% | – |
Download | ||||||
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% |