ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 584 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $201,000 | -5.2% | 8,823 | -0.6% | 0.05% | -5.6% |
| Q2 2022 | $212,000 | -6.2% | 8,880 | -2.1% | 0.05% | +3.8% |
| Q1 2022 | $226,000 | -30.5% | 9,071 | -25.5% | 0.05% | -30.7% |
| Q4 2021 | $325,000 | +1.9% | 12,184 | +1.2% | 0.08% | -11.8% |
| Q3 2021 | $319,000 | -24.8% | 12,042 | -24.4% | 0.08% | -25.4% |
| Q2 2021 | $424,000 | +12.2% | 15,939 | +10.3% | 0.11% | 0.0% |
| Q1 2021 | $378,000 | -19.9% | 14,449 | -16.7% | 0.11% | -26.0% |
| Q4 2020 | $472,000 | -23.1% | 17,336 | -22.0% | 0.15% | -33.6% |
| Q3 2020 | $614,000 | -0.6% | 22,218 | +0.6% | 0.23% | -7.2% |
| Q2 2020 | $618,000 | +12.8% | 22,080 | +13.0% | 0.25% | +3.7% |
| Q1 2020 | $548,000 | +23.4% | 19,540 | +14.1% | 0.24% | +47.9% |
| Q4 2019 | $444,000 | – | 17,126 | – | 0.16% | – |
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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% |