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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,893,554 | +5.5% | 85,914 | +9.7% | 0.92% | +6.6% |
| Q2 2023 | $1,794,076 | -0.8% | 78,344 | +1.3% | 0.86% | -11.0% |
| Q1 2023 | $1,809,034 | +7.1% | 77,375 | +4.1% | 0.96% | +3.2% |
| Q4 2022 | $1,688,912 | -3.5% | 74,336 | -2.8% | 0.93% | -1.7% |
| Q3 2022 | $1,751,000 | -13.6% | 76,465 | -9.8% | 0.95% | -13.9% |
| Q2 2022 | $2,027,000 | +0.6% | 84,800 | +4.9% | 1.10% | +20.5% |
| Q1 2022 | $2,014,000 | -1.1% | 80,842 | +4.1% | 0.92% | +6.0% |
| Q4 2021 | $2,037,000 | -2.9% | 77,693 | -1.9% | 0.86% | -5.5% |
| Q3 2021 | $2,097,000 | +6.6% | 79,174 | +7.8% | 0.91% | -1.3% |
| Q2 2021 | $1,967,000 | – | 73,451 | – | 0.93% | – |
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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% |