ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 613 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $425,390 | -14.4% | 18,576 | -12.6% | 0.18% | -21.1% |
| Q1 2023 | $497,059 | +9.9% | 21,260 | +6.8% | 0.23% | 0.0% |
| Q4 2022 | $452,310 | -37.5% | 19,908 | -37.5% | 0.23% | -42.5% |
| Q3 2022 | $724,000 | +28.4% | 31,828 | +34.9% | 0.40% | +38.6% |
| Q2 2022 | $564,000 | +18.2% | 23,598 | +23.2% | 0.28% | +41.8% |
| Q1 2022 | $477,000 | +31.4% | 19,153 | +40.6% | 0.20% | +35.8% |
| Q4 2021 | $363,000 | -0.5% | 13,622 | -1.1% | 0.15% | -8.1% |
| Q3 2021 | $365,000 | +13.4% | 13,773 | +13.9% | 0.16% | +13.4% |
| Q2 2021 | $322,000 | -52.4% | 12,090 | -53.2% | 0.14% | -51.0% |
| Q1 2021 | $676,000 | -2.2% | 25,827 | +1.8% | 0.29% | -6.8% |
| Q4 2020 | $691,000 | -42.5% | 25,361 | -41.0% | 0.31% | -42.9% |
| Q3 2020 | $1,202,000 | -7.5% | 43,015 | -7.4% | 0.54% | -15.9% |
| Q2 2020 | $1,300,000 | -12.5% | 46,430 | -12.5% | 0.65% | -27.8% |
| Q1 2020 | $1,486,000 | +0.3% | 53,063 | -5.2% | 0.90% | +49.0% |
| Q4 2019 | $1,481,000 | +36.6% | 55,948 | +34.8% | 0.60% | +30.0% |
| Q3 2019 | $1,084,000 | +27.7% | 41,510 | +25.6% | 0.46% | +21.2% |
| Q2 2019 | $849,000 | – | 33,047 | – | 0.38% | – |
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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% |