Congress Wealth Management LLC / DE / - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 227 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,944,301
-44.2%
29,056
-43.3%
0.06%
-50.0%
Q2 2023$5,275,453
+74.8%
51,267
+77.5%
0.12%
+67.1%
Q1 2023$3,017,618
-49.6%
28,878
-50.5%
0.07%
-52.6%
Q4 2022$5,982,815
+97.1%
58,391
+95.6%
0.15%
+87.8%
Q3 2022$3,036,000
-1.1%
29,851
+2.6%
0.08%
+5.1%
Q2 2022$3,071,000
-4.8%
29,088
-2.1%
0.08%
+11.4%
Q1 2022$3,225,000
-35.9%
29,708
-32.8%
0.07%
-30.0%
Q4 2021$5,029,00044,2060.10%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
HORIZON BANCORP INC /IN/ 573,971$58,16037.23%
First Citizens Asset Management, Inc. 537,232$54,437,73523.14%
GERMAN AMERICAN BANCORP, INC. 719,014$72,857,68810.60%
Strategic Financial Services, Inc, 1,037,324$105,112,0038.18%
DT Investment Partners, LLC 590,174$59,802,3897.25%
MERIDIAN MANAGEMENT CO 163,879$16,605,8285.42%
Wealthstar Advisors, LLC 138,754$14,059,9865.40%
D L CARLSON INVESTMENT GROUP INC 212,252$21,507,4614.34%
InTrack Investment Management Inc 44,099$4,468,5073.93%
HOWE & RUSLING INC 318,034$32,226,3643.80%
View complete list of ISHARES TR shareholders