Venture Visionary Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 562 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
Venture Visionary Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$212,695
+5.8%
9,288
+4.9%
0.01%
-13.3%
Q4 2022$201,095
-62.8%
8,851
-62.7%
0.02%
-65.9%
Q3 2022$540,000
-99.9%
23,7440.0%0.04%
+2.3%
Q2 2022$567,481,000
+95920.5%
23,7440.0%0.04%
+10.3%
Q1 2022$591,000
-10.5%
23,744
-4.1%
0.04%
-9.3%
Q4 2021$660,000
-20.1%
24,755
-20.5%
0.04%
-27.1%
Q3 2021$826,000
+1.1%
31,146
+1.4%
0.06%
-10.6%
Q2 2021$817,000
+2.0%
30,724
+0.3%
0.07%
-1.5%
Q1 2021$801,000
-8.5%
30,620
-4.7%
0.07%
-30.2%
Q4 2020$875,000
-2.9%
32,134
-0.4%
0.10%
-56.4%
Q3 2020$901,000
+5.3%
32,254
+5.4%
0.22%
-11.6%
Q2 2020$856,000
-36.2%
30,595
-36.2%
0.25%
-50.8%
Q1 2020$1,342,000
-21.0%
47,943
-26.8%
0.51%
-1.7%
Q4 2019$1,698,00065,4960.52%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,610,117$89,134,0009.03%
PARK AVENUE SECURITIES LLC 1,152,200$28,459,0006.31%
Relative Value Partners Group, LLC 1,206,594$29,791,0003.30%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,407,995$429,803,0003.28%
SUNTRUST BANKS INC 21,085,683$520,605,0002.91%
CADINHA & CO LLC 554,998$13,703,0002.76%
Lenox Wealth Management, Inc. 275,512$6,802,0002.19%
LVZ, Inc. 308,724$7,622,0002.07%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 410,617$10,138,0001.78%
Allegis Investment Advisors, LLC 229,454$5,665,0001.74%
View complete list of ISHARES TR shareholders