MONTAG & CALDWELL, LLC - ISHARES TR ownership

ISHARES TR's ticker is CNYA and the CUSIP is 46434V514. A total of 53 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 3.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
MONTAG & CALDWELL, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$344,995
+33.5%
11,823
+49.4%
0.04%
+20.0%
Q1 2023$258,485
+4.6%
7,9120.0%0.04%
-2.8%
Q4 2022$247,013
-28.4%
7,912
-29.7%
0.04%
-29.4%
Q3 2022$345,000
+44.4%
11,250
+79.1%
0.05%
+45.7%
Q2 2022$239,0006,2830.04%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Evolution Wealth Advisors, LLC 125,135$4,761,0001.20%
CHANNING GLOBAL ADVISORS, LLC 14,505$552,0000.59%
Highland Financial Advisors, LLC 18,982$722,0000.50%
H&H Retirement Design & Management INC 18,220$639,0000.47%
Wharton Business Group, LLC 122,075$4,645,0000.31%
F&V Capital Management, LLC 16,185$616,0000.22%
State of New Jersey Common Pension Fund D 1,506,073$57,306,0000.22%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 69,578$2,647,0000.11%
MOODY ALDRICH PARTNERS LLC 12,352$470,0000.09%
Stelac Advisory Services LLC 3,601$137,0000.06%
View complete list of ISHARES TR shareholders