ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 584 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $961,188 | +0.2% | 43,611 | +4.1% | 0.42% | +1.0% |
| Q2 2023 | $959,511 | -2.2% | 41,900 | -0.2% | 0.41% | -15.1% |
| Q1 2023 | $981,143 | +35.9% | 41,965 | +32.1% | 0.48% | +20.1% |
| Q4 2022 | $722,020 | +4.8% | 31,779 | +5.0% | 0.40% | -11.2% |
| Q3 2022 | $689,000 | -42.2% | 30,253 | -39.4% | 0.45% | -43.4% |
| Q2 2022 | $1,193,000 | +18.8% | 49,909 | +23.8% | 0.80% | +2.4% |
| Q1 2022 | $1,004,000 | +23.8% | 40,309 | +32.6% | 0.78% | +53.8% |
| Q4 2021 | $811,000 | – | 30,391 | – | 0.51% | – |
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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% |