Congress Wealth Management LLC / DE / - ISHARES TR ownership

ISHARES TR's ticker is IGOV and the CUSIP is 464288117. A total of 106 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$683,254
-12.7%
18,381
-7.0%
0.01%
-22.2%
Q2 2023$782,729
-16.5%
19,770
-15.2%
0.02%
-21.7%
Q1 2023$936,968
+0.6%
23,301
-2.1%
0.02%
-4.2%
Q4 2022$931,413
-20.9%
23,790
-26.0%
0.02%
-25.0%
Q3 2022$1,177,000
-11.1%
32,153
-0.6%
0.03%
-5.9%
Q2 2022$1,324,000
-6.5%
32,362
+6.1%
0.03%
+9.7%
Q1 2022$1,416,000
-32.2%
30,489
-26.6%
0.03%
-26.2%
Q4 2021$2,089,00041,5250.04%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Wilshire Advisors LLC 96,093$5,339,0005.07%
Checchi Capital Advisers, LLC 868,561$48,318,0004.98%
Inscription Capital, LLC 120,796$6,720,0002.59%
LEUTHOLD GROUP, LLC 323,347$17,965,0002.37%
Money Design Co.,Ltd. 285,554$15,925,0001.82%
Family Firm, Inc. 104,733$5,749,0001.71%
Omega Financial Group, LLC 49,362$2,746,0001.48%
Financial Engines Advisors L.L.C. 5,866,908$326,376,0001.11%
ADE, LLC 22,223$1,236,0001.00%
Broadview Financial Management, LLC 18,620$1,036,0000.79%
View complete list of ISHARES TR shareholders