MONTAG & CALDWELL, LLC - 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
MONTAG & CALDWELL, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,985,257
-8.1%
19,592
-6.7%
0.26%
-3.4%
Q2 2023$2,159,974
+48.9%
20,991
+51.2%
0.26%
+35.4%
Q1 2023$1,450,321
+31.3%
13,880
+28.8%
0.20%
+21.9%
Q4 2022$1,104,519
-1.8%
10,780
-2.5%
0.16%
-4.2%
Q3 2022$1,125,000
+55.0%
11,060
+60.8%
0.17%
+59.0%
Q2 2022$726,000
+244.1%
6,878
+253.6%
0.10%
+356.5%
Q1 2022$211,0001,9450.02%
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