ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 428 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $363,316 | +142.2% | 16,484 | +188.1% | 0.02% | +54.5% |
| Q1 2021 | $150,000 | -28.6% | 5,721 | -25.7% | 0.01% | -42.1% |
| Q4 2020 | $210,000 | +133.3% | 7,697 | +138.5% | 0.02% | +46.2% |
| Q1 2020 | $90,000 | +136.8% | 3,227 | +121.2% | 0.01% | +160.0% |
| Q4 2019 | $38,000 | 0.0% | 1,459 | +0.1% | 0.01% | -16.7% |
| Q3 2019 | $38,000 | +90.0% | 1,457 | +86.1% | 0.01% | +100.0% |
| Q2 2019 | $20,000 | 0.0% | 783 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $20,000 | +5.3% | 783 | 0.0% | 0.00% | -25.0% |
| Q4 2018 | $19,000 | 0.0% | 783 | 0.0% | 0.00% | +33.3% |
| Q3 2018 | $19,000 | 0.0% | 783 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $19,000 | 0.0% | 783 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $19,000 | -62.0% | 783 | -60.8% | 0.00% | -69.2% |
| Q4 2017 | $50,000 | -7.4% | 2,000 | -7.4% | 0.01% | -18.8% |
| Q3 2017 | $54,000 | – | 2,159 | – | 0.02% | – |
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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% |