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 Q2 2022. The put-call ratio across all filers is - 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 Q2 2022
NameSharesValueWeighting ↓
Evolution Wealth Advisors, LLC 356,785$13,166,0002.70%
BRANDYWINE OAK PRIVATE WEALTH LLC 134,184$4,952,0000.57%
H&H Retirement Design & Management INC 20,553$758,0000.52%
SPINNAKER TRUST 175,982$6,494,0000.44%
CHANNING GLOBAL ADVISORS, LLC 11,370$420,0000.41%
Wharton Business Group, LLC 122,075$4,505,0000.27%
F&V Capital Management, LLC 16,185$597,0000.18%
State of New Jersey Common Pension Fund D 1,506,073$55,574,0000.18%
Emerald Advisors, LLC 17,832$658,0000.16%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 69,061$2,548,0000.11%
View complete list of ISHARES TR shareholders