ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 505 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $109,790 | -3.5% | 4,981 | +0.3% | 0.06% | -1.8% |
| Q2 2023 | $113,732 | -1.8% | 4,966 | +0.2% | 0.06% | -9.7% |
| Q1 2023 | $115,823 | +2.3% | 4,954 | -0.6% | 0.06% | -4.6% |
| Q4 2022 | $113,269 | +1.1% | 4,985 | +1.1% | 0.06% | -1.5% |
| Q3 2022 | $112,000 | -5.1% | 4,931 | +0.2% | 0.07% | -9.6% |
| Q2 2022 | $118,000 | -3.3% | 4,922 | +0.1% | 0.07% | +21.7% |
| Q1 2022 | $122,000 | -17.6% | 4,916 | -11.3% | 0.06% | -14.3% |
| Q4 2021 | $148,000 | 0.0% | 5,540 | -1.0% | 0.07% | -23.9% |
| Q3 2021 | $148,000 | +825.0% | 5,596 | +856.6% | 0.09% | +820.0% |
| Q2 2021 | $16,000 | -38.5% | 585 | -42.1% | 0.01% | -47.4% |
| Q1 2021 | $26,000 | +13.0% | 1,010 | +17.9% | 0.02% | 0.0% |
| Q4 2020 | $23,000 | -4.2% | 857 | 0.0% | 0.02% | -20.8% |
| Q3 2020 | $24,000 | – | 857 | – | 0.02% | – |
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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% |