TRUE Private Wealth Advisors - 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
TRUE Private Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$917,259
-44.7%
41,618
-42.5%
0.13%
-48.2%
Q2 2023$1,658,091
-22.2%
72,406
-20.5%
0.24%
-22.2%
Q1 2023$2,130,167
-15.5%
91,111
-17.9%
0.32%
-18.8%
Q4 2022$2,521,454
-41.5%
110,979
-41.4%
0.39%
-40.6%
Q3 2022$4,312,000
+23.3%
189,481
+29.5%
0.65%
+28.3%
Q2 2022$3,497,000
+3.2%
146,354
+4.1%
0.51%
+6.7%
Q1 2022$3,388,000
+91.3%
140,561
+111.7%
0.48%
+89.3%
Q4 2021$1,771,000
+4.9%
66,394
+4.3%
0.25%
+2.4%
Q3 2021$1,688,000
-16.1%
63,645
-15.8%
0.25%
-17.7%
Q2 2021$2,011,000
+67.6%
75,604
+65.0%
0.30%
+54.1%
Q1 2021$1,200,000
+25.5%
45,808
+30.5%
0.19%
+21.2%
Q4 2020$956,000
-48.7%
35,098
-47.4%
0.16%
-49.7%
Q3 2020$1,864,000
-21.2%
66,710
-21.1%
0.32%
-26.6%
Q2 2020$2,365,000
-29.8%
84,520
-29.7%
0.43%
-39.6%
Q1 2020$3,369,000
+336800.0%
120,281
+267191.1%
0.72%
Q4 2019$1,0000.0%450.0%0.00%
Q2 2019$1,000
-100.0%
45
-94.3%
0.00%
-100.0%
Q3 2018$19,156,0007870.00%
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