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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $288,036 | -17.9% | 12,578 | -16.2% | 0.23% | -22.1% |
| Q1 2023 | $350,981 | +37.2% | 15,012 | +33.3% | 0.29% | +36.2% |
| Q4 2022 | $255,895 | -67.8% | 11,263 | -67.7% | 0.21% | -71.2% |
| Q3 2022 | $794,000 | +30.0% | 34,874 | +36.5% | 0.74% | +39.7% |
| Q2 2022 | $611,000 | +1.8% | 25,540 | +6.0% | 0.53% | +16.5% |
| Q1 2022 | $600,000 | -20.7% | 24,098 | -15.1% | 0.45% | -19.5% |
| Q4 2021 | $757,000 | – | 28,376 | – | 0.56% | – |
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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% |