ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 92 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $279,000 | -7.9% | 11,122 | -8.5% | 0.18% | -19.1% |
| Q4 2016 | $303,000 | -4.1% | 12,149 | +0.2% | 0.22% | -21.7% |
| Q3 2016 | $316,000 | -5.4% | 12,122 | -4.7% | 0.28% | +9.8% |
| Q2 2016 | $334,000 | +27.0% | 12,726 | +24.8% | 0.26% | +41.4% |
| Q1 2016 | $263,000 | +1.9% | 10,200 | -1.0% | 0.18% | -1.1% |
| Q4 2015 | $258,000 | -21.1% | 10,308 | -19.9% | 0.18% | -35.8% |
| Q3 2015 | $327,000 | -59.6% | 12,862 | -60.3% | 0.28% | -52.3% |
| Q2 2015 | $810,000 | -6.4% | 32,385 | -4.4% | 0.60% | -18.1% |
| Q1 2015 | $865,000 | -29.2% | 33,879 | -30.2% | 0.73% | -9.3% |
| Q4 2014 | $1,221,000 | – | 48,561 | – | 0.80% | – |
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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% |