Wallace Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 607 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 16.37 and the average weighting 0.8%.

Quarter-by-quarter ownership
Wallace Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$542,638
-0.8%
23,696
+1.3%
0.39%
-6.2%
Q2 2023$547,0450.0%23,3980.0%0.42%0.0%
Q1 2023$547,045
+4.3%
23,398
+1.4%
0.42%
+0.5%
Q4 2022$524,51423,0860.41%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,610,117$89,134,0009.03%
PARK AVENUE SECURITIES LLC 1,152,200$28,459,0006.31%
Relative Value Partners Group, LLC 1,206,594$29,791,0003.30%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,407,995$429,803,0003.28%
SUNTRUST BANKS INC 21,085,683$520,605,0002.91%
CADINHA & CO LLC 554,998$13,703,0002.76%
Lenox Wealth Management, Inc. 275,512$6,802,0002.19%
LVZ, Inc. 308,724$7,622,0002.07%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 410,617$10,138,0001.78%
Allegis Investment Advisors, LLC 229,454$5,665,0001.74%
View complete list of ISHARES TR shareholders