VICUS CAPITAL - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
VICUS CAPITAL ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$253,853
-4.5%
11,518
-0.8%
0.03%
-3.6%
Q2 2023$265,820
-55.3%
11,608
-54.3%
0.03%
-56.2%
Q1 2023$594,410
-49.9%
25,424
-51.2%
0.06%
-54.3%
Q3 2022$1,186,000
-28.9%
52,096
-25.3%
0.14%
-25.5%
Q2 2022$1,668,000
-18.2%
69,772
-14.8%
0.19%
-8.3%
Q1 2022$2,040,000
-9.7%
81,896
-5.9%
0.20%
-10.9%
Q4 2021$2,258,000
-49.8%
87,031
-48.7%
0.23%
-68.6%
Q3 2021$4,502,000
-5.4%
169,709
-5.1%
0.73%
-5.4%
Q2 2021$4,757,000
-16.1%
178,817
-17.4%
0.78%
+14.8%
Q1 2021$5,672,000
-42.3%
216,581
-40.0%
0.68%
-44.3%
Q4 2020$9,826,000
-2.9%
360,716
-0.4%
1.21%
-15.7%
Q3 2020$10,120,000
+27.9%
362,058
+28.1%
1.44%
+19.4%
Q2 2020$7,912,000
+29.9%
282,684
+30.0%
1.20%
+5.8%
Q1 2020$6,093,000
+18.1%
217,515
+9.4%
1.14%
+45.4%
Q4 2019$5,159,000
+6.3%
198,900
+7.9%
0.78%
+15.7%
Q3 2019$4,855,000
+51.8%
184,415
+48.8%
0.68%
+50.6%
Q2 2019$3,198,000
+169.6%
123,895
+163.6%
0.45%
+138.8%
Q1 2019$1,186,000
+48.4%
46,995
+45.0%
0.19%
+32.4%
Q4 2018$799,0000.0%32,408
+14.6%
0.14%
+10.9%
Q3 2018$799,000
-13.5%
28,272
-24.6%
0.13%
-15.8%
Q2 2018$924,000
-0.2%
37,508
-0.0%
0.15%
-5.0%
Q1 2018$926,000
+37.2%
37,518
+39.5%
0.16%
+35.6%
Q4 2017$675,000
+17.6%
26,903
+18.4%
0.12%
+6.3%
Q3 2017$574,000
+6.1%
22,725
+6.2%
0.11%0.0%
Q2 2017$541,000
-19.3%
21,399
-20.0%
0.11%
-23.4%
Q1 2017$670,000
+3.2%
26,737
+2.8%
0.14%0.0%
Q4 2016$649,000
-2.0%
26,019
+2.6%
0.14%
-4.0%
Q3 2016$662,000
+99.4%
25,368
+100.7%
0.15%
+88.8%
Q2 2016$332,00012,6390.08%
Other shareholders
ISHARES TR shareholders Q2 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