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 | $485,886 | -8.9% | 22,046 | -5.4% | 0.37% | -1.3% |
| Q2 2023 | $533,455 | -34.8% | 23,295 | -33.4% | 0.37% | -36.5% |
| Q1 2023 | $817,602 | -42.7% | 34,970 | -44.4% | 0.59% | -46.1% |
| Q4 2022 | $1,427,792 | -19.3% | 62,843 | -19.2% | 1.09% | -45.2% |
| Q3 2022 | $1,769,000 | +10.6% | 77,735 | +16.2% | 1.98% | +16.7% |
| Q2 2022 | $1,599,000 | 0.0% | 66,924 | +4.3% | 1.70% | +13.1% |
| Q1 2022 | $1,599,000 | -0.6% | 64,175 | +6.3% | 1.50% | +9.7% |
| Q4 2021 | $1,609,000 | +3.6% | 60,346 | +3.1% | 1.37% | -3.6% |
| Q3 2021 | $1,553,000 | +6.2% | 58,523 | +6.4% | 1.42% | +6.7% |
| Q2 2021 | $1,463,000 | +9.9% | 54,989 | +8.2% | 1.33% | +0.8% |
| Q1 2021 | $1,331,000 | -1.0% | 50,819 | +3.0% | 1.32% | +22.0% |
| Q4 2020 | $1,344,000 | – | 49,341 | – | 1.08% | – |
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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% |