ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 627 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $287,776 | -51.4% | 13,057 | -49.5% | 0.04% | -49.3% |
| Q2 2023 | $592,515 | +1.7% | 25,874 | +3.9% | 0.08% | -5.1% |
| Q1 2023 | $582,326 | +90323.3% | 24,907 | -12.1% | 0.08% | -17.7% |
| Q4 2022 | $644 | -99.9% | 28,340 | -41.8% | 0.10% | -46.7% |
| Q3 2022 | $1,108,000 | +51.0% | 48,666 | +58.4% | 0.18% | +57.9% |
| Q2 2022 | $734,000 | -29.5% | 30,722 | -26.5% | 0.11% | -30.1% |
| Q1 2022 | $1,041,000 | +1.0% | 41,810 | +8.2% | 0.16% | +14.8% |
| Q4 2021 | $1,031,000 | +2.5% | 38,625 | +1.9% | 0.14% | -2.7% |
| Q3 2021 | $1,006,000 | -15.6% | 37,906 | -15.4% | 0.15% | -19.3% |
| Q2 2021 | $1,192,000 | +9.8% | 44,814 | +8.0% | 0.18% | +2.8% |
| Q1 2021 | $1,086,000 | +26.0% | 41,487 | +31.0% | 0.18% | +21.4% |
| Q4 2020 | $862,000 | -6.8% | 31,680 | -4.3% | 0.14% | -18.5% |
| Q3 2020 | $925,000 | +19.8% | 33,109 | +20.2% | 0.18% | +9.9% |
| Q2 2020 | $772,000 | +40.6% | 27,542 | +40.3% | 0.16% | +14.1% |
| Q1 2020 | $549,000 | +1.9% | 19,625 | -5.6% | 0.14% | +42.0% |
| Q4 2019 | $539,000 | +166.8% | 20,781 | +167.9% | 0.10% | +104.1% |
| Q3 2016 | $202,000 | -45.1% | 7,758 | -45.7% | 0.05% | -51.0% |
| Q1 2016 | $368,000 | – | 14,280 | – | 0.10% | – |
Download | ||||||
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% |