ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 627 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,843 | -3.8% | 2,080 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $47,632 | -2.1% | 2,080 | 0.0% | 0.02% | -11.1% |
| Q1 2023 | $48,630 | +52190.3% | 2,080 | -49.3% | 0.02% | -50.0% |
| Q4 2022 | $93 | -99.9% | 4,101 | 0.0% | 0.04% | -10.0% |
| Q3 2022 | $93,000 | +19.2% | 4,101 | +25.1% | 0.04% | +25.0% |
| Q2 2022 | $78,000 | -4.9% | 3,278 | 0.0% | 0.03% | +14.3% |
| Q1 2022 | $82,000 | -10.9% | 3,278 | -4.7% | 0.03% | -15.2% |
| Q4 2021 | $92,000 | +1.1% | 3,440 | 0.0% | 0.03% | -8.3% |
| Q3 2021 | $91,000 | -1.1% | 3,440 | 0.0% | 0.04% | -14.3% |
| Q2 2021 | $92,000 | -3.2% | 3,440 | -5.2% | 0.04% | -8.7% |
| Q1 2021 | $95,000 | -10.4% | 3,630 | -6.9% | 0.05% | -29.2% |
| Q4 2020 | $106,000 | +49.3% | 3,898 | +53.3% | 0.06% | +30.0% |
| Q3 2020 | $71,000 | 0.0% | 2,542 | -0.4% | 0.05% | -5.7% |
| Q2 2020 | $71,000 | +446.2% | 2,553 | +436.3% | 0.05% | +381.8% |
| Q1 2020 | $13,000 | +8.3% | 476 | 0.0% | 0.01% | +37.5% |
| Q4 2019 | $12,000 | -7.7% | 476 | 0.0% | 0.01% | +14.3% |
| Q3 2019 | $13,000 | +8.3% | 476 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $12,000 | 0.0% | 476 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $12,000 | 0.0% | 476 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $12,000 | – | 476 | – | 0.01% | – |
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% |