ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 567 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $34,122 | -49.1% | 1,481 | -51.3% | 0.00% | -50.0% |
| Q3 2023 | $67,002 | +1507.5% | 3,040 | +1570.3% | 0.00% | – |
| Q2 2023 | $4,168 | +19747.6% | 182 | -80.8% | 0.00% | -100.0% |
| Q4 2022 | $21 | – | 946 | – | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2021 | $76,000 | +40.7% | 2,847 | +39.8% | 0.00% | +50.0% |
| Q2 2021 | $54,000 | +38.5% | 2,036 | +35.7% | 0.00% | 0.0% |
| Q1 2021 | $39,000 | -47.3% | 1,500 | -45.0% | 0.00% | -50.0% |
| Q4 2020 | $74,000 | +45.1% | 2,727 | +49.8% | 0.00% | +33.3% |
| Q3 2020 | $51,000 | +104.0% | 1,820 | +100.2% | 0.00% | +50.0% |
| Q2 2020 | $25,000 | -90.6% | 909 | -91.1% | 0.00% | -87.5% |
| Q4 2019 | $265,000 | – | 10,204 | – | 0.02% | – |
| Q3 2018 | $0 | – | 0 | – | 0.00% | – |
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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% |