ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 369 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $275,000 | -80.4% | 10,111 | -79.9% | 0.04% | -83.3% |
| Q3 2020 | $1,404,000 | -18.3% | 50,230 | -18.2% | 0.26% | -23.9% |
| Q2 2020 | $1,719,000 | +28.0% | 61,402 | +28.1% | 0.34% | +1.8% |
| Q1 2020 | $1,343,000 | +3.5% | 47,936 | -4.1% | 0.33% | +32.1% |
| Q4 2019 | $1,297,000 | +447.3% | 49,994 | +455.6% | 0.25% | +384.6% |
| Q3 2019 | $237,000 | +2.2% | 8,998 | 0.0% | 0.05% | -1.9% |
| Q2 2019 | $232,000 | +1.8% | 8,998 | -0.4% | 0.05% | -1.9% |
| Q1 2019 | $228,000 | +4.6% | 9,031 | +2.3% | 0.05% | -10.0% |
| Q4 2018 | $218,000 | +1.4% | 8,831 | 0.0% | 0.06% | +17.6% |
| Q3 2018 | $215,000 | – | 8,831 | – | 0.05% | – |
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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% |