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 2022 | $677,000 | +12.3% | 29,757 | +18.0% | 0.10% | +13.6% |
| Q2 2022 | $603,000 | +20.4% | 25,210 | +25.4% | 0.09% | +39.7% |
| Q1 2022 | $501,000 | +38.8% | 20,099 | +48.3% | 0.06% | +40.0% |
| Q4 2021 | $361,000 | +18.0% | 13,549 | +17.5% | 0.04% | +9.8% |
| Q3 2021 | $306,000 | +273.2% | 11,535 | +273.9% | 0.04% | +272.7% |
| Q2 2021 | $82,000 | +2.5% | 3,085 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $80,000 | -4.8% | 3,085 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $84,000 | – | 3,085 | – | 0.01% | – |
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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% |