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 | $635,744 | -79.1% | 28,845 | -78.3% | 0.10% | -75.9% |
| Q2 2023 | $3,046,685 | -28.5% | 133,043 | -27.0% | 0.39% | -29.6% |
| Q1 2023 | $4,263,343 | +177.5% | 182,350 | +169.7% | 0.56% | +162.9% |
| Q4 2022 | $1,536,156 | -60.8% | 67,612 | -60.7% | 0.21% | -66.2% |
| Q3 2022 | $3,919,000 | +87.7% | 172,190 | +97.1% | 0.63% | +97.2% |
| Q2 2022 | $2,088,000 | +118.0% | 87,355 | +127.3% | 0.32% | +148.1% |
| Q1 2022 | $958,000 | +111.0% | 38,439 | +125.9% | 0.13% | +115.0% |
| Q4 2021 | $454,000 | +67.5% | 17,014 | +65.6% | 0.06% | +62.2% |
| Q3 2021 | $271,000 | – | 10,277 | – | 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% |