ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 499 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $258,000 | +0.4% | 9,684 | 0.0% | 0.13% | -7.8% |
| Q3 2021 | $257,000 | -0.4% | 9,684 | 0.0% | 0.14% | +4.4% |
| Q2 2021 | $258,000 | +1.6% | 9,684 | 0.0% | 0.14% | -3.6% |
| Q1 2021 | $254,000 | -3.8% | 9,684 | 0.0% | 0.14% | -10.3% |
| Q4 2020 | $264,000 | -2.6% | 9,684 | 0.0% | 0.16% | -14.8% |
| Q3 2020 | $271,000 | 0.0% | 9,684 | 0.0% | 0.18% | -9.0% |
| Q2 2020 | $271,000 | 0.0% | 9,684 | 0.0% | 0.20% | -16.6% |
| Q1 2020 | $271,000 | +8.0% | 9,684 | 0.0% | 0.24% | +36.2% |
| Q4 2019 | $251,000 | -1.6% | 9,684 | 0.0% | 0.18% | -8.8% |
| Q3 2019 | $255,000 | +2.0% | 9,684 | 0.0% | 0.19% | +1.6% |
| Q2 2019 | $250,000 | +2.5% | 9,684 | 0.0% | 0.19% | 0.0% |
| Q1 2019 | $244,000 | – | 9,684 | – | 0.19% | – |
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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% |