CONGRESS ASSET MANAGEMENT CO /MA - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 698 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.3%.

Quarter-by-quarter ownership
CONGRESS ASSET MANAGEMENT CO /MA ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$700,295
+189.9%
9,694
+201.0%
0.01%
+200.0%
Q2 2023$241,575
-95.7%
3,221
-96.1%
0.00%
-96.4%
Q4 2022$5,624,573
+1261.9%
82,351
+1156.7%
0.06%
+1300.0%
Q3 2022$413,000
-32.7%
6,553
-31.9%
0.00%
-33.3%
Q2 2022$614,000
-66.7%
9,628
-55.5%
0.01%
-57.1%
Q4 2021$1,843,000
+102.1%
21,618
+323.0%
0.01%0.0%
Q1 2020$912,000
+114.1%
5,111
+185.9%
0.01%
+180.0%
Q4 2019$426,000
-93.9%
1,788
-95.1%
0.01%
-95.2%
Q4 2018$6,981,00036,5050.10%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders