ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 510 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,568,859 | -7.5% | 116,554 | -3.9% | 1.42% | -10.1% |
| Q2 2023 | $2,776,696 | -4.0% | 121,253 | -2.4% | 1.58% | -13.2% |
| Q1 2023 | $2,892,037 | -49.6% | 124,282 | -50.8% | 1.82% | -51.4% |
| Q4 2022 | $5,743,035 | -14.3% | 252,774 | -14.2% | 3.76% | -17.2% |
| Q3 2022 | $6,702,000 | -3.5% | 294,483 | +1.4% | 4.54% | -5.7% |
| Q2 2022 | $6,943,000 | -19.4% | 290,512 | -16.0% | 4.81% | -7.5% |
| Q1 2022 | $8,610,000 | -7.9% | 345,646 | -1.4% | 5.20% | -14.7% |
| Q4 2021 | $9,353,000 | +51.0% | 350,576 | +50.1% | 6.09% | +33.2% |
| Q3 2021 | $6,196,000 | +16.4% | 233,556 | +16.7% | 4.58% | +10.5% |
| Q2 2021 | $5,323,000 | +41.9% | 200,107 | +39.7% | 4.14% | +18.1% |
| Q1 2021 | $3,751,000 | +15.6% | 143,217 | +20.2% | 3.51% | +1.5% |
| Q4 2020 | $3,246,000 | – | 119,180 | – | 3.45% | – |
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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% |