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 | $343,141 | -69.2% | 15,569 | -67.9% | 0.45% | -71.1% |
| Q2 2023 | $1,112,299 | -6.5% | 48,572 | -4.6% | 1.54% | -4.4% |
| Q1 2023 | $1,189,808 | +6.0% | 50,890 | +3.0% | 1.62% | +0.9% |
| Q4 2022 | $1,122,641 | -38.6% | 49,412 | -38.5% | 1.60% | -42.2% |
| Q3 2022 | $1,828,000 | +30.7% | 80,314 | +37.2% | 2.77% | +36.2% |
| Q2 2022 | $1,399,000 | +0.9% | 58,551 | +1.9% | 2.04% | +22.8% |
| Q1 2022 | $1,386,000 | -10.1% | 57,438 | -0.6% | 1.66% | -6.5% |
| Q4 2021 | $1,541,000 | – | 57,765 | – | 1.77% | – |
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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% |