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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,768,305 | +154.6% | 397,836 | +164.5% | 0.00% | +100.0% |
| Q2 2023 | $3,444,550 | +639.5% | 150,417 | +655.0% | 0.00% | – |
| Q1 2023 | $465,823 | +3.0% | 19,924 | +0.1% | 0.00% | – |
| Q4 2022 | $452,128 | +4421.3% | 19,900 | -52.8% | 0.00% | – |
| Q3 2022 | $10,000 | 0.0% | 42,205 | +9.5% | 0.00% | – |
| Q2 2022 | $10,000 | +100.0% | 38,543 | +121.5% | 0.00% | – |
| Q4 2021 | $5,000 | 0.0% | 17,400 | -1.9% | 0.00% | – |
| Q3 2021 | $5,000 | +66.7% | 17,743 | +38.2% | 0.00% | – |
| Q2 2021 | $3,000 | -75.0% | 12,842 | -72.1% | 0.00% | – |
| Q1 2021 | $12,000 | +100.0% | 45,952 | +113.2% | 0.00% | – |
| Q4 2020 | $6,000 | +50.0% | 21,550 | +34.2% | 0.00% | – |
| Q3 2020 | $4,000 | 0.0% | 16,054 | +8.7% | 0.00% | – |
| Q2 2020 | $4,000 | – | 14,773 | – | 0.00% | – |
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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% |