ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 613 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,697 | -3.7% | 77 | 0.0% | 0.00% | – |
| Q2 2023 | $1,763 | -51.3% | 77 | -50.3% | 0.00% | – |
| Q1 2023 | $3,623 | +2.9% | 155 | 0.0% | 0.00% | – |
| Q4 2022 | $3,521 | -96.7% | 155 | -96.7% | 0.00% | -100.0% |
| Q3 2022 | $106,000 | +2020.0% | 4,671 | +1966.8% | 0.01% | +800.0% |
| Q2 2022 | $5,000 | -44.4% | 226 | -40.8% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | -64.0% | 382 | -60.5% | 0.00% | -50.0% |
| Q4 2021 | $25,000 | -32.4% | 967 | -30.7% | 0.00% | -33.3% |
| Q3 2021 | $37,000 | -58.9% | 1,395 | -59.1% | 0.00% | -66.7% |
| Q2 2021 | $90,000 | +100.0% | 3,408 | +97.0% | 0.01% | +80.0% |
| Q1 2021 | $45,000 | +275.0% | 1,730 | +281.1% | 0.01% | +400.0% |
| Q4 2020 | $12,000 | -92.9% | 454 | -92.5% | 0.00% | -95.8% |
| Q3 2020 | $168,000 | -52.5% | 6,038 | -52.3% | 0.02% | -56.4% |
| Q2 2020 | $354,000 | -91.9% | 12,652 | -91.9% | 0.06% | -93.6% |
| Q1 2020 | $4,372,000 | – | 156,100 | – | 0.86% | – |
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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% |