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 | $1,164,682 | -19.3% | 52,844 | -16.1% | 0.88% | -20.0% |
| Q2 2023 | $1,442,379 | -9.0% | 62,986 | -7.1% | 1.09% | -14.3% |
| Q1 2023 | $1,585,702 | -32.6% | 67,823 | -34.5% | 1.28% | -44.0% |
| Q4 2022 | $2,352,361 | -9.3% | 103,537 | -9.1% | 2.28% | -16.1% |
| Q3 2022 | $2,594,000 | -11.5% | 113,964 | -7.1% | 2.71% | +2.3% |
| Q2 2022 | $2,932,000 | -14.7% | 122,658 | -11.2% | 2.65% | -1.7% |
| Q1 2022 | $3,439,000 | -17.8% | 138,056 | -12.0% | 2.70% | -33.6% |
| Q4 2021 | $4,185,000 | – | 156,845 | – | 4.06% | – |
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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% |