BUCKINGHAM STRATEGIC WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
BUCKINGHAM STRATEGIC WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,125,477
-28.3%
51,065
-25.5%
0.02%
-27.3%
Q2 2023$1,568,892
+4.2%
68,511
+3.4%
0.02%
-18.5%
Q1 2023$1,505,5510.0%66,2650.0%0.03%0.0%
Q4 2022$1,505,551
-2.2%
66,265
-2.0%
0.03%
-12.9%
Q3 2022$1,539,000
-5.4%
67,624
-0.7%
0.03%
-3.1%
Q2 2022$1,627,000
-8.8%
68,069
-5.0%
0.03%
-8.6%
Q1 2022$1,784,000
-10.4%
71,634
-4.0%
0.04%
-7.9%
Q4 2021$1,990,000
+1.2%
74,592
+0.6%
0.04%
-5.0%
Q3 2021$1,966,000
+1.0%
74,120
+1.3%
0.04%
-14.9%
Q2 2021$1,947,000
-11.1%
73,186
-12.4%
0.05%
-56.5%
Q1 2021$2,189,000
-5.3%
83,593
-1.5%
0.11%
-10.7%
Q4 2020$2,311,000
-1.8%
84,828
+0.7%
0.12%
-32.8%
Q3 2020$2,354,000
+22.2%
84,222
+22.4%
0.18%
-1.6%
Q2 2020$1,927,000
+0.3%
68,830
+0.3%
0.18%
-1.1%
Q1 2020$1,922,000
-12.7%
68,629
-19.1%
0.18%
-12.3%
Q4 2019$2,201,000
-3.0%
84,832
-1.6%
0.21%
-14.2%
Q3 2019$2,269,000
-5.6%
86,199
-7.4%
0.25%
-5.7%
Q2 2019$2,404,000
+0.4%
93,112
-1.9%
0.26%
-13.6%
Q1 2019$2,395,000
+7.4%
94,872
+4.9%
0.30%
-11.2%
Q4 2018$2,229,000
+8.7%
90,416
+7.3%
0.34%
+7.9%
Q3 2018$2,051,000
-6.2%
84,263
-5.1%
0.32%
-11.0%
Q2 2018$2,187,000
+19.2%
88,794
+19.5%
0.35%
-0.8%
Q1 2018$1,834,000
+528.1%
74,291
+538.6%
0.36%
+485.2%
Q4 2017$292,00011,6330.06%
Other shareholders
ISHARES TR shareholders Q1 2022
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