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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $192,365 | +5.0% | 8,349 | +0.4% | 0.13% | -5.8% |
| Q3 2023 | $183,251 | +129.3% | 8,314 | +138.3% | 0.14% | +119.0% |
| Q2 2023 | $79,902 | -1.4% | 3,489 | +0.6% | 0.06% | -7.4% |
| Q1 2023 | $81,077 | +3.3% | 3,468 | +0.4% | 0.07% | -6.8% |
| Q4 2022 | $78,499 | +0.6% | 3,455 | +0.8% | 0.07% | -20.7% |
| Q3 2022 | $78,000 | -4.9% | 3,429 | +0.4% | 0.09% | -8.0% |
| Q2 2022 | $82,000 | – | 3,414 | – | 0.10% | – |
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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% |