ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 562 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,957,263 | -66.6% | 88,805 | -65.3% | 0.08% | -65.6% |
| Q2 2023 | $5,853,707 | +0.2% | 255,956 | +2.4% | 0.23% | -29.5% |
| Q1 2023 | $5,841,559 | -22.7% | 249,853 | +22.6% | 0.32% | -14.1% |
| Q4 2022 | $7,559,833 | -2.3% | 203,854 | -51.3% | 0.38% | -7.6% |
| Q3 2022 | $7,738,000 | +8.4% | 418,294 | +36.0% | 0.41% | +9.7% |
| Q2 2022 | $7,139,000 | +11.3% | 307,615 | +9.2% | 0.37% | +20.1% |
| Q1 2022 | $6,412,000 | +4.1% | 281,736 | +20.6% | 0.31% | +6.9% |
| Q4 2021 | $6,157,000 | +18.5% | 233,563 | +19.3% | 0.29% | +10.8% |
| Q3 2021 | $5,194,000 | -19.1% | 195,780 | -18.9% | 0.26% | -23.5% |
| Q2 2021 | $6,422,000 | +31.7% | 241,447 | +29.7% | 0.34% | +13.3% |
| Q1 2021 | $4,875,000 | +63.8% | 186,133 | +70.3% | 0.30% | +38.9% |
| Q4 2020 | $2,977,000 | +17.9% | 109,276 | +21.2% | 0.22% | -6.1% |
| Q3 2020 | $2,525,000 | +66.7% | 90,191 | +66.7% | 0.23% | +42.0% |
| Q2 2020 | $1,515,000 | +119.2% | 54,118 | +119.4% | 0.16% | +72.3% |
| Q1 2020 | $691,000 | – | 24,670 | – | 0.09% | – |
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% |