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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $403 | -8.8% | 17,617 | -6.9% | 0.09% | -20.9% |
| Q1 2023 | $442 | +9.1% | 18,922 | +6.1% | 0.11% | +2.8% |
| Q4 2022 | $405 | -99.9% | 17,833 | +2.8% | 0.11% | -2.7% |
| Q3 2022 | $395,000 | +11.0% | 17,339 | +16.3% | 0.11% | +19.6% |
| Q2 2022 | $356,000 | +10.2% | 14,906 | +15.1% | 0.09% | -18.6% |
| Q1 2022 | $323,000 | -3.0% | 12,951 | +3.7% | 0.11% | +46.8% |
| Q4 2021 | $333,000 | +14.8% | 12,490 | +14.2% | 0.08% | +2.7% |
| Q3 2021 | $290,000 | +5.1% | 10,933 | +5.3% | 0.08% | +2.7% |
| Q2 2021 | $276,000 | -46.3% | 10,378 | -47.2% | 0.07% | -46.7% |
| Q1 2021 | $514,000 | +26.0% | 19,638 | +31.1% | 0.14% | +10.5% |
| Q4 2020 | $408,000 | +33.8% | 14,985 | +37.3% | 0.12% | -0.8% |
| Q3 2020 | $305,000 | -3.5% | 10,917 | -3.4% | 0.12% | -15.0% |
| Q2 2020 | $316,000 | -93.2% | 11,303 | -63.2% | 0.15% | -95.6% |
| Q1 2020 | $4,639,000 | – | 30,708 | – | 3.36% | – |
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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% |