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 | $819,469 | -16.8% | 37,181 | -13.6% | 0.06% | -13.8% |
| Q2 2023 | $985,021 | -1.8% | 43,014 | +0.3% | 0.06% | -5.8% |
| Q1 2023 | $1,002,838 | -19.9% | 42,893 | -22.1% | 0.07% | -20.7% |
| Q4 2022 | $1,251,349 | -14.0% | 55,077 | -13.8% | 0.09% | -21.6% |
| Q3 2022 | $1,455,000 | +596.2% | 63,910 | +630.7% | 0.11% | +640.0% |
| Q2 2022 | $209,000 | -4.1% | 8,747 | +0.2% | 0.02% | +15.4% |
| Q1 2022 | $218,000 | -85.7% | 8,733 | -84.7% | 0.01% | -86.2% |
| Q4 2021 | $1,526,000 | -2.2% | 57,193 | -3.0% | 0.09% | -4.1% |
| Q3 2021 | $1,560,000 | +3.9% | 58,947 | +4.4% | 0.10% | -6.7% |
| Q2 2021 | $1,502,000 | +6.1% | 56,479 | +4.6% | 0.10% | -2.8% |
| Q1 2021 | $1,416,000 | +1.7% | 53,975 | +5.8% | 0.11% | -7.7% |
| Q4 2020 | $1,393,000 | -9.7% | 51,026 | -7.6% | 0.12% | -19.3% |
| Q3 2020 | $1,543,000 | -10.9% | 55,219 | -10.9% | 0.14% | -21.2% |
| Q2 2020 | $1,731,000 | – | 61,971 | – | 0.18% | – |
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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% |