Congress Wealth Management LLC / DE / - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 560 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$205,088
+2.5%
14,028
+29.0%
0.00%
-20.0%
Q2 2023$200,062
-9.5%
10,873
-2.7%
0.01%0.0%
Q1 2023$221,118
-50.1%
11,179
-45.7%
0.01%
-50.0%
Q1 2022$443,000
+51.7%
20,603
+49.6%
0.01%
+66.7%
Q4 2021$292,00013,7760.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Financial Advocates Investment Management 380,701$4,051,0000.47%
Brinker Capital Investments, LLC 985,000$10,480,0000.33%
GenTrust, LLC 146,446$1,558,0000.25%
GREENWOOD CAPITAL ASSOCIATES LLC 78,005$830,0000.21%
SPINNAKER TRUST 170,593$1,815,0000.18%
DFPG INVESTMENTS, LLC 15,561$169,0000.16%
MCIA Inc 15,809$173,0000.16%
RETIREMENT CAPITAL STRATEGIES 21,630$231,0000.12%
Advisors Preferred, LLC 29,844$320,0000.11%
Mandatum Life Insurance Co Ltd 42,830$456,0000.10%
View complete list of ISHARES TR shareholders