Congress Wealth Management LLC / DE / - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 363 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$106,658,279
-10.1%
1,083,154
+1.1%
2.20%
-19.9%
Q2 2023$118,633,869
-2.7%
1,070,992
+0.6%
2.75%
-6.5%
Q1 2023$121,939,202
+24.6%
1,064,598
+17.7%
2.94%
+16.8%
Q4 2022$97,884,461904,8282.52%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
GenWealth Group, Inc. 94,263$12,098,0005.57%
JUNCTURE WEALTH STRATEGIES, LLC 56,175$7,222,0003.78%
Ifrah Financial Services, Inc. 50,779$6,529,0002.31%
Compagnie Lombard Odier SCmA 348,235$44,773,0001.57%
RiverFront Investment Group, LLC 417,665$53,699,0001.27%
Financial Gravity Asset Management, Inc. 4,703$601,0000.63%
Sage Capital Advisors,llc 6,836$879,0000.55%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 32,130$4,131,0000.51%
Transamerica Financial Advisors, Inc. 14,337$1,844,0000.39%
BENJAMIN F. EDWARDS & COMPANY, INC. 32,216$4,142,0000.39%
View complete list of ISHARES TR shareholders