ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 607 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 16.37 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $849,598 | -3.4% | 38,548 | +0.4% | 0.09% | +2.3% |
| Q2 2023 | $879,658 | -1.2% | 38,413 | +0.9% | 0.09% | -6.5% |
| Q1 2023 | $890,497 | +5.1% | 38,088 | +2.2% | 0.09% | -13.2% |
| Q4 2022 | $846,888 | +10.4% | 37,275 | +10.6% | 0.11% | -0.9% |
| Q3 2022 | $767,000 | -2.2% | 33,690 | +2.7% | 0.11% | +2.9% |
| Q2 2022 | $784,000 | -2.6% | 32,795 | +1.5% | 0.10% | +13.0% |
| Q1 2022 | $805,000 | +6.6% | 32,305 | +14.1% | 0.09% | +12.2% |
| Q4 2021 | $755,000 | +6.5% | 28,315 | +5.9% | 0.08% | +530.8% |
| Q3 2021 | $709,000 | +142.8% | 26,725 | +143.5% | 0.01% | -62.9% |
| Q2 2021 | $292,000 | +5.0% | 10,975 | +3.3% | 0.04% | -2.8% |
| Q1 2021 | $278,000 | – | 10,625 | – | 0.04% | – |
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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% |