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 | $325,641 | -3.8% | 14,775 | 0.0% | 0.04% | -4.9% |
| Q2 2023 | $338,348 | -2.1% | 14,775 | 0.0% | 0.04% | -4.7% |
| Q1 2023 | $345,440 | +2.9% | 14,775 | 0.0% | 0.04% | -6.5% |
| Q4 2022 | $335,688 | -0.1% | 14,775 | 0.0% | 0.05% | -6.1% |
| Q3 2022 | $336,000 | -10.9% | 14,775 | -6.4% | 0.05% | -14.0% |
| Q2 2022 | $377,000 | +2.4% | 15,783 | +6.8% | 0.06% | +7.5% |
| Q1 2022 | $368,000 | -75.0% | 14,775 | -73.2% | 0.05% | -73.0% |
| Q4 2021 | $1,470,000 | +0.5% | 55,103 | -0.0% | 0.20% | -2.5% |
| Q3 2021 | $1,462,000 | +19.8% | 55,115 | +20.2% | 0.20% | +12.3% |
| Q2 2021 | $1,220,000 | +1.1% | 45,865 | -0.5% | 0.18% | +2.3% |
| Q1 2021 | $1,207,000 | +384.7% | 46,092 | +405.1% | 0.18% | +348.7% |
| Q4 2020 | $249,000 | – | 9,125 | – | 0.04% | – |
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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% |