ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 562 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $531,188 | -2.1% | 23,196 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $542,322 | +2.9% | 23,196 | 0.0% | 0.01% | -9.1% |
| Q4 2022 | $527,013 | -0.2% | 23,196 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $528,000 | -4.7% | 23,196 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $554,000 | -27.5% | 23,196 | -24.3% | 0.01% | -8.3% |
| Q1 2022 | $764,000 | -8.4% | 30,655 | -1.9% | 0.01% | -7.7% |
| Q4 2021 | $834,000 | -26.7% | 31,248 | -27.1% | 0.01% | -27.8% |
| Q3 2021 | $1,138,000 | +20.8% | 42,885 | +21.1% | 0.02% | +28.6% |
| Q2 2021 | $942,000 | +1.5% | 35,426 | 0.0% | 0.01% | -6.7% |
| Q1 2021 | $928,000 | +44.1% | 35,426 | +49.9% | 0.02% | +25.0% |
| Q4 2020 | $644,000 | +14.0% | 23,631 | +16.9% | 0.01% | +9.1% |
| Q3 2020 | $565,000 | +1.6% | 20,207 | +1.8% | 0.01% | -8.3% |
| Q2 2020 | $556,000 | -41.4% | 19,857 | -41.4% | 0.01% | -52.0% |
| Q1 2020 | $948,000 | +84.1% | 33,859 | +70.5% | 0.02% | +127.3% |
| Q4 2019 | $515,000 | -1.5% | 19,857 | 0.0% | 0.01% | -8.3% |
| Q3 2019 | $523,000 | – | 19,857 | – | 0.01% | – |
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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% |