ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 584 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $211,430 | -81.5% | 9,593 | -80.9% | 0.05% | -82.8% |
| Q2 2023 | $1,142,824 | 0.0% | 50,300 | 0.0% | 0.27% | -1.1% |
| Q1 2023 | $1,142,824 | 0.0% | 50,300 | 0.0% | 0.28% | +0.4% |
| Q4 2022 | $1,142,824 | -10.6% | 50,300 | -11.5% | 0.28% | -16.4% |
| Q3 2022 | $1,279,000 | +20.1% | 56,853 | +29.2% | 0.33% | +24.1% |
| Q2 2022 | $1,065,000 | +3.0% | 44,012 | +6.1% | 0.27% | +12.2% |
| Q1 2022 | $1,034,000 | +4.9% | 41,492 | +12.3% | 0.24% | +0.4% |
| Q4 2021 | $986,000 | -23.5% | 36,957 | -24.0% | 0.24% | -30.6% |
| Q3 2021 | $1,289,000 | +1.0% | 48,601 | +1.3% | 0.34% | +1.5% |
| Q2 2021 | $1,276,000 | +4.7% | 47,967 | +3.1% | 0.34% | -4.8% |
| Q1 2021 | $1,219,000 | +1.9% | 46,537 | +6.0% | 0.35% | -7.4% |
| Q4 2020 | $1,196,000 | +1.0% | 43,891 | +3.6% | 0.38% | +64.5% |
| Q3 2020 | $1,184,000 | -6.4% | 42,369 | -6.3% | 0.23% | -51.7% |
| Q2 2020 | $1,265,000 | -36.3% | 45,203 | -36.3% | 0.48% | -50.3% |
| Q1 2020 | $1,986,000 | +32.4% | 70,908 | +22.6% | 0.96% | +58.3% |
| Q4 2019 | $1,500,000 | +56.4% | 57,842 | +58.7% | 0.61% | +85.1% |
| Q3 2019 | $959,000 | +0.8% | 36,448 | -1.1% | 0.33% | -13.7% |
| Q2 2019 | $951,000 | +74.5% | 36,836 | +70.6% | 0.38% | +66.7% |
| Q1 2019 | $545,000 | +150.0% | 21,598 | +144.6% | 0.23% | +113.1% |
| Q4 2018 | $218,000 | – | 8,829 | – | 0.11% | – |
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% |