ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 437 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $244,092 | -48.9% | 11,085 | -47.7% | 0.10% | -45.5% |
| Q2 2023 | $477,816 | -63.4% | 21,208 | -62.0% | 0.18% | -66.0% |
| Q1 2023 | $1,306,754 | +215.8% | 55,749 | +213.2% | 0.52% | +137.6% |
| Q4 2022 | $413,804 | -60.6% | 17,798 | -62.1% | 0.22% | -63.0% |
| Q3 2022 | $1,050,000 | -55.5% | 46,919 | -51.8% | 0.59% | -52.8% |
| Q2 2022 | $2,360,000 | +26.3% | 97,311 | +24.8% | 1.25% | +19.8% |
| Q1 2022 | $1,869,000 | -1.0% | 77,975 | +6.0% | 1.04% | -41.2% |
| Q4 2021 | $1,887,000 | +80.6% | 73,557 | +87.0% | 1.77% | +85.1% |
| Q3 2021 | $1,045,000 | -72.0% | 39,331 | -71.7% | 0.96% | +17.3% |
| Q2 2021 | $3,735,000 | -18.5% | 139,048 | -20.1% | 0.82% | -39.9% |
| Q1 2021 | $4,585,000 | -40.7% | 174,126 | -38.8% | 1.36% | -42.5% |
| Q4 2020 | $7,737,000 | +77.3% | 284,348 | +80.7% | 2.36% | +32.2% |
| Q3 2020 | $4,363,000 | – | 157,383 | – | 1.78% | – |
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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% |