ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 499 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $294,385 | -74.4% | 13,357 | -73.4% | 0.03% | -79.1% |
| Q2 2023 | $1,149,434 | -15.6% | 50,194 | -13.8% | 0.16% | +5.2% |
| Q1 2023 | $1,361,451 | +253.6% | 58,231 | +246.8% | 0.16% | +474.1% |
| Q4 2022 | $384,991 | -72.8% | 16,790 | -71.4% | 0.03% | -72.4% |
| Q1 2022 | $1,418,000 | +15.3% | 58,729 | +24.1% | 0.10% | +21.0% |
| Q4 2021 | $1,230,000 | +12.4% | 47,324 | +14.8% | 0.08% | +11.0% |
| Q3 2021 | $1,094,000 | +11.4% | 41,216 | +12.1% | 0.07% | +5.8% |
| Q2 2021 | $982,000 | -3.3% | 36,770 | -4.4% | 0.07% | -12.7% |
| Q1 2021 | $1,015,000 | +17.3% | 38,458 | +19.9% | 0.08% | +6.8% |
| Q4 2020 | $865,000 | +33.7% | 32,084 | +37.1% | 0.07% | +17.5% |
| Q3 2020 | $647,000 | +0.3% | 23,403 | +1.4% | 0.06% | -6.0% |
| Q2 2020 | $645,000 | +57.3% | 23,089 | +58.3% | 0.07% | +26.4% |
| Q1 2020 | $410,000 | -45.9% | 14,582 | -49.3% | 0.05% | -40.4% |
| Q4 2019 | $758,000 | +15.2% | 28,741 | +13.4% | 0.09% | -1.1% |
| Q3 2019 | $658,000 | +56.3% | 25,354 | +58.3% | 0.09% | +42.9% |
| Q2 2019 | $421,000 | -99.0% | 16,019 | +892.5% | 0.06% | +350.0% |
| Q3 2016 | $41,866,000 | +32.4% | 1,614 | -42.7% | 0.01% | +250.0% |
| Q2 2016 | $31,609,000 | – | 2,817 | – | 0.00% | – |
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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% |