ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $264,585 | -15.5% | 11,358 | -17.4% | 0.14% | +4.5% |
| Q3 2022 | $313,000 | -26.9% | 13,747 | -23.3% | 0.13% | -11.8% |
| Q2 2022 | $428,000 | -11.8% | 17,922 | -8.0% | 0.15% | -13.6% |
| Q1 2022 | $485,000 | -30.0% | 19,481 | -25.0% | 0.18% | -37.8% |
| Q4 2021 | $693,000 | +103.2% | 25,984 | +102.4% | 0.28% | +56.4% |
| Q3 2021 | $341,000 | +1000.0% | 12,841 | +1043.5% | 0.18% | +596.2% |
| Q2 2020 | $31,000 | +55.0% | 1,123 | +56.2% | 0.03% | -16.1% |
| Q1 2020 | $20,000 | +5.3% | 719 | 0.0% | 0.03% | +34.8% |
| Q4 2019 | $19,000 | 0.0% | 719 | 0.0% | 0.02% | -11.5% |
| Q3 2019 | $19,000 | – | 719 | – | 0.03% | – |
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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% |