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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $8,353 | +20273.2% | 361,894 | +19440.7% | 0.14% | +13500.0% |
| Q3 2023 | $41 | -2.4% | 1,852 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $42 | -2.3% | 1,852 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $43 | -70.3% | 1,852 | -71.0% | 0.00% | -66.7% |
| Q4 2022 | $145 | -99.7% | 6,381 | +244.5% | 0.00% | +200.0% |
| Q3 2022 | $42,000 | -14.3% | 1,852 | -9.7% | 0.00% | 0.0% |
| Q2 2022 | $49,000 | -3.9% | 2,052 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $51,000 | +2.0% | 2,052 | +7.9% | 0.00% | 0.0% |
| Q3 2021 | $50,000 | -2.0% | 1,902 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $51,000 | -10.5% | 1,902 | -12.8% | 0.00% | 0.0% |
| Q1 2021 | $57,000 | +375.0% | 2,180 | +402.3% | 0.00% | – |
| Q4 2020 | $12,000 | +50.0% | 434 | +56.1% | 0.00% | – |
| Q3 2020 | $8,000 | 0.0% | 278 | 0.0% | 0.00% | – |
| Q2 2020 | $8,000 | 0.0% | 278 | 0.0% | 0.00% | – |
| Q1 2020 | $8,000 | – | 278 | – | 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% |