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 ↓
Knollwood Investment Advisory, LLC 213,500$6,665,4702.61%
Evolution Wealth Advisors, LLC 330,539$10,319,4212.60%
CONNABLE OFFICE INC 298,796$9,3281.34%
Pictet North America Advisors SA 157,935$4,930,7310.85%
H&H Retirement Design & Management INC 12,562$426,7440.36%
Wharton Business Group, LLC 118,175$3,6890.21%
F&V Capital Management, LLC 16,185$5050.17%
TBH Global Asset Management, LLC 21,003$655,7140.16%
BBR PARTNERS, LLC 33,569$1,048,0240.12%
State of New Jersey Common Pension Fund D 896,139$27,977,4600.11%
View complete list of ISHARES TR shareholders