ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $210,000 | +4.0% | 7,857 | +3.1% | 0.04% | -2.7% |
| Q3 2021 | $202,000 | 0.0% | 7,618 | +0.2% | 0.04% | 0.0% |
| Q2 2021 | $202,000 | -12.2% | 7,601 | -14.7% | 0.04% | -51.9% |
| Q2 2019 | $230,000 | -28.6% | 8,915 | -30.1% | 0.08% | -30.6% |
| Q1 2019 | $322,000 | +2.5% | 12,761 | +0.2% | 0.11% | -13.3% |
| Q4 2018 | $314,000 | +3.6% | 12,732 | +2.2% | 0.13% | +21.9% |
| Q3 2018 | $303,000 | -12.4% | 12,453 | -11.3% | 0.10% | -19.8% |
| Q2 2018 | $346,000 | -20.1% | 14,041 | -20.0% | 0.13% | -25.1% |
| Q1 2018 | $433,000 | -52.0% | 17,547 | -51.3% | 0.18% | -53.8% |
| Q4 2017 | $903,000 | -3.6% | 36,006 | -3.0% | 0.38% | -9.1% |
| Q3 2017 | $937,000 | -0.1% | 37,133 | +0.0% | 0.42% | -10.7% |
| Q2 2017 | $938,000 | +33.8% | 37,126 | +32.8% | 0.47% | +28.7% |
| Q1 2017 | $701,000 | +142.6% | 27,966 | +140.9% | 0.36% | +107.4% |
| Q4 2016 | $289,000 | – | 11,610 | – | 0.18% | – |
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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% |