Congress Wealth Management LLC / DE / - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 584 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,531,665
-3.5%
205,610
+0.3%
0.09%
-13.8%
Q2 2023$4,694,316
-3.5%
204,991
-1.5%
0.11%
-6.8%
Q1 2023$4,865,887
+4.1%
208,121
+1.2%
0.12%
-2.5%
Q4 2022$4,674,311
+5.9%
205,735
+6.1%
0.12%
+0.8%
Q3 2022$4,412,000
-2.9%
193,854
+1.9%
0.12%
+2.6%
Q2 2022$4,545,000
+14.0%
190,166
+18.8%
0.12%
+33.3%
Q1 2022$3,986,000
-43.4%
160,043
-39.4%
0.09%
-37.9%
Q4 2021$7,043,000263,9780.14%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders