ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 633 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 8.72 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $837,476 | +13.6% | 37,998 | +18.1% | 0.38% | +13.8% |
Q2 2023 | $737,037 | +257.8% | 32,185 | +273.1% | 0.33% | +206.4% |
Q2 2022 | $206,000 | -24.5% | 8,627 | -21.3% | 0.11% | -7.6% |
Q1 2022 | $273,000 | -9.6% | 10,961 | -3.2% | 0.12% | -9.9% |
Q4 2021 | $302,000 | -1.0% | 11,329 | -1.5% | 0.13% | -8.4% |
Q3 2021 | $305,000 | – | 11,499 | – | 0.14% | – |
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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% |