ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 607 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 16.37 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $219,041 | +7201.4% | 9,641 | +7934.2% | 0.05% | +5300.0% |
| Q1 2022 | $3,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | -50.0% | 120 | -45.9% | 0.00% | -50.0% |
| Q3 2021 | $6,000 | +100.0% | 222 | +93.0% | 0.00% | +100.0% |
| Q2 2021 | $3,000 | -92.9% | 115 | -92.8% | 0.00% | -93.8% |
| Q1 2021 | $42,000 | -99.7% | 1,593 | -99.6% | 0.02% | -99.7% |
| Q4 2020 | $12,379,000 | -1.0% | 454,427 | +1.6% | 5.49% | -12.1% |
| Q3 2020 | $12,505,000 | +3.2% | 447,400 | +3.3% | 6.25% | -4.3% |
| Q2 2020 | $12,122,000 | +3887.5% | 433,089 | +3653.3% | 6.54% | +3471.6% |
| Q3 2019 | $304,000 | +2.0% | 11,539 | 0.0% | 0.18% | +1.1% |
| Q2 2019 | $298,000 | +2.4% | 11,539 | 0.0% | 0.18% | -2.7% |
| Q1 2019 | $291,000 | -22.2% | 11,539 | -24.0% | 0.19% | -30.9% |
| Q4 2018 | $374,000 | +1.9% | 15,190 | 0.0% | 0.27% | +9.8% |
| Q3 2018 | $367,000 | -1.9% | 15,190 | 0.0% | 0.24% | -10.9% |
| Q2 2018 | $374,000 | +3.3% | 15,190 | +3.5% | 0.28% | 0.0% |
| Q1 2018 | $362,000 | – | 14,674 | – | 0.28% | – |
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% |