Concorde Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 65 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Concorde Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$856,000
-20.0%
10,686
-21.7%
0.51%
-17.2%
Q3 2021$1,070,000
-8.5%
13,647
-9.4%
0.62%
-6.1%
Q2 2021$1,170,000
+224.1%
15,067
+165.9%
0.66%
+211.4%
Q2 2019$361,000
+42.7%
5,666
+40.2%
0.21%
+28.7%
Q1 2019$253,0004,0420.16%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Diversified, LLC 300,519$23,876,0009.72%
AVAII WEALTH MANAGEMENT, LLC 41,732$3,316,0003.06%
Bernardo Wealth Planning LLC 63,876$5,075,0002.52%
Outlook Wealth Advisors, LLC 91,138$7,241,0002.42%
Richard Bernstein Advisors LLC 1,233,186$97,486,0001.93%
EQ LLC 32,317$2,568,0001.86%
Northwest Capital Management Inc 42,688$3,392,0001.60%
CLIENT 1ST ADVISORY GROUP, LLC 36,459$2,897,0001.42%
Ayalon Insurance Comp Ltd. 50,033$3,975,0001.35%
Lineweaver Wealth Advisors, LLC 37,996$3,018,0000.86%
View complete list of ISHARES TR shareholders