IFP Advisors, Inc - ISHARES TR ownership

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
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,090,701
-60.4%
49,486
-56.8%
0.05%
-18.3%
Q2 2023$2,753,600
+72.7%
114,464
+81.0%
0.06%
-13.0%
Q1 2023$1,594,622
+73965.1%
63,254
-24.9%
0.07%
+19.0%
Q4 2022$2,153
-99.9%
84,194
-47.3%
0.06%
-46.3%
Q3 2022$4,125,000
+4.6%
159,685
+2.3%
0.11%
-12.9%
Q2 2022$3,945,000
-29.1%
156,074
-29.1%
0.12%
+79.7%
Q1 2022$5,563,000
+172.0%
220,139
+187.0%
0.07%
+72.5%
Q4 2021$2,045,000
+3.3%
76,695
+2.9%
0.04%0.0%
Q3 2021$1,979,000
-20.4%
74,537
-20.3%
0.04%
-21.6%
Q2 2021$2,487,000
+11.5%
93,580
+9.9%
0.05%
+18.6%
Q1 2021$2,231,000
-50.6%
85,184
-48.6%
0.04%
-76.5%
Q4 2020$4,519,000
+25.6%
165,754
+28.6%
0.18%
-14.9%
Q3 2020$3,599,000
+13.2%
128,920
+13.7%
0.22%
-14.7%
Q2 2020$3,178,000
+20.2%
113,391
+19.5%
0.25%
-5.6%
Q1 2020$2,643,000
+39.0%
94,874
+29.7%
0.27%
+86.7%
Q4 2019$1,901,000
-33.9%
73,144
-33.0%
0.14%
-25.9%
Q3 2019$2,874,000
+5765.3%
109,202
+5491.5%
0.19%
+2657.1%
Q1 2019$49,000
-64.0%
1,953
-64.4%
0.01%
-12.5%
Q4 2018$136,000
-6.8%
5,487
-8.6%
0.01%
+33.3%
Q3 2018$146,000
+5.8%
6,005
+7.0%
0.01%0.0%
Q2 2018$138,000
+263.2%
5,614
+268.1%
0.01%
+200.0%
Q1 2018$38,0000.0%1,5250.0%0.00%0.0%
Q4 2017$38,000
-48.6%
1,525
-48.1%
0.00%
-33.3%
Q3 2017$74,000
+155.2%
2,937
+158.3%
0.00%
+200.0%
Q2 2017$29,000
-82.2%
1,137
-82.5%
0.00%
-85.7%
Q1 2017$163,000
-82.3%
6,491
-82.4%
0.01%
-84.1%
Q4 2016$921,000
-32.8%
36,963
-29.7%
0.04%
-38.0%
Q3 2016$1,371,000
+0.4%
52,576
+1.0%
0.07%
-6.6%
Q2 2016$1,366,000
+2687.8%
52,071
+2566.2%
0.08%
+985.7%
Q1 2016$49,0001,9530.01%
Other shareholders
ISHARES TR shareholders Q1 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