ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $208,314 | -3.5% | 9,452 | +0.2% | 0.05% | +12.5% |
| Q2 2023 | $215,976 | -1.7% | 9,431 | +0.4% | 0.05% | -11.1% |
| Q1 2023 | $219,725 | +103057.3% | 9,398 | +0.2% | 0.05% | 0.0% |
| Q4 2022 | $213 | -99.9% | 9,378 | -37.5% | 0.05% | -41.9% |
| Q3 2022 | $341,000 | -43.0% | 14,996 | -37.5% | 0.09% | -27.9% |
| Q1 2022 | $598,000 | -11.4% | 23,995 | -5.7% | 0.13% | -14.0% |
| Q3 2021 | $675,000 | +7.8% | 25,454 | +8.1% | 0.15% | +13.6% |
| Q2 2021 | $626,000 | +32.3% | 23,536 | +30.1% | 0.13% | +22.2% |
| Q1 2021 | $473,000 | +15.4% | 18,084 | +20.2% | 0.11% | +10.2% |
| Q4 2020 | $410,000 | -22.8% | 15,046 | -20.8% | 0.10% | -29.0% |
| Q3 2020 | $531,000 | -8.9% | 19,003 | -8.7% | 0.14% | -11.5% |
| Q2 2020 | $583,000 | +23.8% | 20,814 | +23.7% | 0.16% | +2.6% |
| Q1 2020 | $471,000 | -3.7% | 16,826 | -10.7% | 0.15% | +25.6% |
| Q4 2019 | $489,000 | – | 18,835 | – | 0.12% | – |
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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% |