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 | $10,182 | -37.0% | 462 | -35.3% | 0.00% | -40.0% |
| Q2 2023 | $16,165 | -40.0% | 714 | -37.9% | 0.01% | -37.5% |
| Q1 2023 | $26,933 | -31.2% | 1,149 | -33.3% | 0.01% | -33.3% |
| Q4 2022 | $39,124 | +0.3% | 1,722 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $39,000 | +44.4% | 1,722 | +49.9% | 0.01% | +55.6% |
| Q2 2022 | $27,000 | -69.3% | 1,149 | -67.5% | 0.01% | -67.9% |
| Q1 2022 | $88,000 | -6.4% | 3,537 | 0.0% | 0.03% | -15.2% |
| Q4 2021 | $94,000 | 0.0% | 3,537 | 0.0% | 0.03% | -8.3% |
| Q3 2021 | $94,000 | -9.6% | 3,537 | -10.8% | 0.04% | -20.0% |
| Q1 2021 | $104,000 | -49.8% | 3,967 | -47.9% | 0.04% | -56.7% |
| Q4 2020 | $207,000 | -94.6% | 7,611 | -94.7% | 0.10% | -95.7% |
| Q3 2019 | $3,807,000 | – | 144,598 | – | 2.40% | – |
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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% |