CONGRESS ASSET MANAGEMENT CO /MA - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 146 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CONGRESS ASSET MANAGEMENT CO /MA ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,215,938
+127.6%
35,805
+136.2%
0.01%
+120.0%
Q2 2023$534,133
-71.8%
15,157
-72.0%
0.01%
-72.2%
Q1 2023$1,892,804
-83.2%
54,142
-83.9%
0.02%
-84.1%
Q4 2022$11,286,776
+2721.7%
335,816
+3256.5%
0.11%
+3666.7%
Q4 2021$400,00010,0050.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Weaver Consulting Group 361,270$13,999,0008.73%
Curran Financial Partners, LLC 163,027$6,317,0005.41%
Madrona Financial Services, LLC 153,820$5,961,0003.33%
Thrive Capital Management, LLC 79,515$3,081,0003.28%
Peregrine Asset Advisers, Inc. 142,732$5,531,0002.58%
STRINGER ASSET MANAGEMENT, LLC 34,667$1,343,0001.41%
RDA Financial Network 70,590$2,735,0001.23%
ARQ WEALTH ADVISORS, LLC 39,128$1,516,0000.95%
Darwin Wealth Management, LLC 127,035$4,922,0000.92%
RESTON WEALTH MANAGEMENT LLC 41,822$1,621,0000.92%
View complete list of ISHARES TR shareholders