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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $25,000 | -3.8% | 1,111 | +0.5% | 0.01% | 0.0% |
| Q2 2022 | $26,000 | -3.7% | 1,106 | +0.4% | 0.01% | +16.7% |
| Q1 2022 | $27,000 | -42.6% | 1,102 | -38.1% | 0.01% | -45.5% |
| Q4 2021 | $47,000 | 0.0% | 1,781 | +0.3% | 0.01% | -8.3% |
| Q3 2021 | $47,000 | 0.0% | 1,775 | +0.2% | 0.01% | 0.0% |
| Q2 2021 | $47,000 | -25.4% | 1,771 | -25.9% | 0.01% | -33.3% |
| Q1 2021 | $63,000 | -3.1% | 2,391 | +0.1% | 0.02% | -10.0% |
| Q4 2020 | $65,000 | -8.5% | 2,388 | -6.7% | 0.02% | -20.0% |
| Q3 2020 | $71,000 | +9.2% | 2,559 | +8.8% | 0.02% | +4.2% |
| Q2 2020 | $65,000 | 0.0% | 2,352 | +0.4% | 0.02% | -22.6% |
| Q1 2020 | $65,000 | -8.5% | 2,343 | -14.6% | 0.03% | +29.2% |
| Q4 2019 | $71,000 | -26.0% | 2,742 | -25.4% | 0.02% | -31.4% |
| Q3 2019 | $96,000 | -64.6% | 3,676 | -65.1% | 0.04% | -65.3% |
| Q2 2019 | $271,000 | +17.8% | 10,541 | +14.7% | 0.10% | +8.6% |
| Q1 2019 | $230,000 | – | 9,190 | – | 0.09% | – |
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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% |