ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 428 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $729,553 | +4.5% | 33,101 | +8.5% | 0.03% | -3.7% |
| Q2 2023 | $698,374 | +6.0% | 30,497 | +8.2% | 0.03% | -3.6% |
| Q1 2023 | $658,846 | -17.5% | 28,180 | -19.8% | 0.03% | -20.0% |
| Q4 2022 | $798,142 | -4.0% | 35,129 | -3.8% | 0.04% | -10.3% |
| Q3 2022 | $831,000 | +28.0% | 36,521 | +34.5% | 0.04% | +25.8% |
| Q2 2022 | $649,000 | +5.4% | 27,144 | +17.5% | 0.03% | +19.2% |
| Q4 2021 | $616,000 | +23.4% | 23,104 | +22.8% | 0.03% | +8.3% |
| Q3 2021 | $499,000 | +1.2% | 18,819 | +1.3% | 0.02% | 0.0% |
| Q2 2021 | $493,000 | -3.1% | 18,583 | -4.2% | 0.02% | -17.2% |
| Q1 2021 | $509,000 | +5.6% | 19,395 | +9.7% | 0.03% | -17.1% |
| Q4 2020 | $482,000 | -17.3% | 17,686 | -15.2% | 0.04% | -32.7% |
| Q3 2020 | $583,000 | +7.6% | 20,845 | +7.7% | 0.05% | -3.7% |
| Q2 2020 | $542,000 | +80.1% | 19,352 | +79.8% | 0.05% | +31.7% |
| Q1 2020 | $301,000 | – | 10,764 | – | 0.04% | – |
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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% |