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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $119,383 | -19.3% | 5,417 | -16.2% | 0.05% | -10.3% |
| Q2 2023 | $147,968 | +16.6% | 6,461 | +19.0% | 0.06% | -7.9% |
| Q1 2023 | $126,955 | +2.4% | 5,430 | -0.5% | 0.06% | +10.5% |
| Q4 2022 | $123,975 | -13.3% | 5,457 | -13.2% | 0.06% | -21.9% |
| Q3 2022 | $143,000 | -16.4% | 6,288 | -12.2% | 0.07% | -16.1% |
| Q2 2022 | $171,000 | -36.0% | 7,161 | -33.3% | 0.09% | -26.9% |
| Q1 2022 | $267,000 | -7.9% | 10,738 | -1.3% | 0.12% | +1.7% |
| Q4 2021 | $290,000 | -9.9% | 10,878 | -10.4% | 0.12% | -22.5% |
| Q3 2021 | $322,000 | +4.9% | 12,146 | +5.3% | 0.15% | +7.9% |
| Q2 2021 | $307,000 | +18.1% | 11,536 | +16.7% | 0.14% | +9.4% |
| Q1 2021 | $260,000 | -9.1% | 9,886 | -5.9% | 0.13% | -21.0% |
| Q4 2020 | $286,000 | +4.8% | 10,502 | +7.7% | 0.16% | -0.6% |
| Q3 2020 | $273,000 | – | 9,752 | – | 0.16% | – |
Download | ||||||
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% |