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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $696,711 | -8.4% | 30,424 | -6.5% | 0.09% | -14.4% |
| Q1 2023 | $760,698 | -23.1% | 32,536 | -25.3% | 0.10% | -28.3% |
| Q4 2022 | $989,315 | -10.6% | 43,544 | -10.4% | 0.14% | -11.0% |
| Q3 2022 | $1,107,000 | -4.7% | 48,625 | +0.0% | 0.16% | +6.5% |
| Q2 2022 | $1,162,000 | -22.2% | 48,608 | -19.0% | 0.15% | 0.0% |
| Q1 2022 | $1,494,000 | -7.7% | 60,013 | -1.0% | 0.15% | -1.9% |
| Q4 2021 | $1,618,000 | -6.0% | 60,645 | -6.5% | 0.16% | -16.6% |
| Q3 2021 | $1,721,000 | -15.1% | 64,871 | -14.9% | 0.19% | -19.0% |
| Q2 2021 | $2,028,000 | -5.1% | 76,255 | -6.6% | 0.23% | -16.9% |
| Q1 2021 | $2,138,000 | -6.1% | 81,627 | -2.3% | 0.28% | -15.2% |
| Q4 2020 | $2,277,000 | +2.6% | 83,583 | +5.3% | 0.33% | -17.0% |
| Q3 2020 | $2,219,000 | -2.4% | 79,379 | -2.3% | 0.40% | -10.8% |
| Q2 2020 | $2,273,000 | +11.0% | 81,220 | +11.2% | 0.44% | -6.3% |
| Q1 2020 | $2,047,000 | +14.0% | 73,067 | +5.6% | 0.47% | +47.4% |
| Q4 2019 | $1,795,000 | – | 69,208 | – | 0.32% | – |
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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% |