Congress Wealth Management LLC / DE / - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 457 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,209,781
-22.9%
11,885
-20.0%
0.07%
-32.0%
Q2 2023$4,165,671
+32.7%
14,864
+29.3%
0.10%
+27.6%
Q1 2023$3,138,277
-25.8%
11,493
-31.3%
0.08%
-33.3%
Q3 2022$4,231,000
+84.5%
16,723
+96.2%
0.11%
+93.2%
Q2 2022$2,293,000
+1.6%
8,524
+9.0%
0.06%
+20.4%
Q1 2022$2,258,000
+10.4%
7,820
+14.8%
0.05%
+19.5%
Q4 2021$2,046,0006,8100.04%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Tredje AP-fonden 832,000$138,707,0005.17%
PIERSHALE FINANCIAL GROUP, INC. 51,055$7,949,0005.11%
Advisors Preferred, LLC 36,432$6,057,0003.33%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 13,274$2,207,0003.28%
Riggs Asset Managment Co. Inc. 39,451$6,559,0002.94%
Peachtree Investment Advisors, Inc. 13,539$2,251,0001.93%
PETTYJOHN, WOOD & WHITE, INC 25,688$4,271,0001.58%
Oakworth Capital, Inc. 33,632$5,591,0001.53%
Kalos Management, Inc. 9,462$1,573,0001.44%
MURPHY CAPITAL MANAGEMENT INC 46,492$7,729,0001.14%
View complete list of ISHARES TR shareholders