CONGRESS ASSET MANAGEMENT CO - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 656 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.78 and the average weighting 0.6%.

Quarter-by-quarter ownership
CONGRESS ASSET MANAGEMENT CO ownership history of ISHARES TR
ValueSharesWeighting
Q4 2018$5,589,000106,0530.08%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Mascoma Wealth Management LLC 168,247$8,493,0005.67%
GM Advisory Group, LLC 285,483$14,411,0004.39%
Community Financial Services Group, LLC 208,159$10,508,0004.30%
Kingfisher Capital LLC 44,150$2,229,0001.48%
LPL Financial LLC 8,261,353$417,033,0001.47%
TRUE Private Wealth Advisors 117,981$5,955,0001.34%
Neumann Capital Management, LLC 36,146$1,825,0001.13%
HOLLENCREST CAPITAL MANAGEMENT 151,850$7,665,0001.06%
Steinberg Global Asset Management 140,173$7,076,0001.04%
Ullmann Wealth Partners Group, LLC 22,656$964,0000.96%
View complete list of ISHARES TR shareholders