ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $55,717 | -7.8% | 2,528 | -4.2% | 0.00% | +100.0% |
Q2 2023 | $60,456 | -1.9% | 2,640 | +0.1% | 0.00% | -50.0% |
Q1 2023 | $61,642 | -17.2% | 2,637 | -19.5% | 0.00% | 0.0% |
Q4 2022 | $74,453 | +4.9% | 3,277 | +5.5% | 0.00% | 0.0% |
Q3 2022 | $71,000 | +102.9% | 3,105 | +112.5% | 0.00% | +100.0% |
Q2 2022 | $35,000 | -65.3% | 1,461 | -63.9% | 0.00% | -66.7% |
Q1 2022 | $101,000 | -95.8% | 4,048 | -95.5% | 0.00% | -95.8% |
Q4 2021 | $2,384,000 | +638.1% | 89,355 | +634.8% | 0.07% | +700.0% |
Q2 2021 | $323,000 | +0.9% | 12,160 | -0.5% | 0.01% | -18.2% |
Q1 2021 | $320,000 | -65.9% | 12,217 | -64.6% | 0.01% | -74.4% |
Q4 2020 | $939,000 | +37.5% | 34,473 | +41.1% | 0.04% | +19.4% |
Q3 2020 | $683,000 | +30.6% | 24,437 | +30.7% | 0.04% | +9.1% |
Q2 2020 | $523,000 | +34.4% | 18,699 | +34.5% | 0.03% | -2.9% |
Q1 2020 | $389,000 | -88.9% | 13,905 | -89.5% | 0.03% | -82.7% |
Q3 2019 | $3,502,000 | – | 133,050 | – | 0.20% | – |
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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% |