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 2023 | $275,527 | -56.7% | 12,501 | -55.0% | 0.02% | -57.8% |
| Q2 2023 | $636,270 | -62.9% | 27,785 | -62.2% | 0.04% | -65.9% |
| Q1 2023 | $1,716,980 | +560.1% | 73,438 | +541.5% | 0.13% | +428.0% |
| Q4 2022 | $260,099 | -88.4% | 11,448 | -88.4% | 0.02% | -89.4% |
| Q3 2022 | $2,251,000 | +24.4% | 98,932 | +30.7% | 0.24% | +37.4% |
| Q2 2022 | $1,809,000 | -3.3% | 75,716 | +0.8% | 0.17% | +8.9% |
| Q1 2022 | $1,870,000 | -45.6% | 75,079 | -41.7% | 0.16% | -45.7% |
| Q4 2021 | $3,437,000 | -18.4% | 128,835 | -18.9% | 0.29% | -39.3% |
| Q3 2021 | $4,212,000 | +2.2% | 158,785 | +2.5% | 0.48% | -3.8% |
| Q2 2021 | $4,121,000 | +71.5% | 154,947 | +68.8% | 0.50% | +28.9% |
| Q1 2021 | $2,403,000 | +47.5% | 91,772 | +53.4% | 0.38% | +12.9% |
| Q4 2020 | $1,629,000 | -31.5% | 59,810 | -29.7% | 0.34% | -41.8% |
| Q3 2020 | $2,378,000 | +0.3% | 85,090 | +0.5% | 0.58% | -14.6% |
| Q2 2020 | $2,370,000 | +63.0% | 84,673 | +63.1% | 0.68% | +37.6% |
| Q1 2020 | $1,454,000 | – | 51,921 | – | 0.50% | – |
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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% |