Concorde Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 251 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.

Quarter-by-quarter ownership
Concorde Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$297,000
-6.0%
1,074
+0.1%
0.33%
-30.0%
Q2 2022$316,000
-32.6%
1,073
-11.1%
0.48%
+52.6%
Q1 2022$469,000
-3.9%
1,207
+8.4%
0.31%
+7.2%
Q4 2021$488,000
+10.4%
1,113
+1.6%
0.29%
+14.1%
Q3 2021$442,0000.0%1,096
+0.1%
0.26%
+2.8%
Q2 2021$442,000
+2.8%
1,095
-8.1%
0.25%0.0%
Q1 2021$430,000
+16.8%
1,191
+0.1%
0.25%
+18.1%
Q3 2020$368,000
+8.9%
1,190
-1.7%
0.21%
-25.8%
Q2 2020$338,000
+32.0%
1,211
+0.3%
0.28%
+7.6%
Q1 2020$256,000
-12.3%
1,2070.0%0.26%
+30.2%
Q4 2019$292,000
+11.9%
1,207
+0.2%
0.20%
+0.5%
Q3 2019$261,000
+0.4%
1,2040.0%0.20%
+32.2%
Q2 2019$260,000
+4.8%
1,204
+0.2%
0.15%
-5.0%
Q1 2019$248,000
+20.4%
1,202
+0.2%
0.16%
-8.0%
Q4 2018$206,000
-23.1%
1,200
-6.3%
0.17%
-33.6%
Q3 2018$268,000
+8.5%
1,281
+0.2%
0.26%
-7.1%
Q2 2018$247,000
+6.9%
1,2790.0%0.28%
-0.4%
Q1 2018$231,000
+6.9%
1,279
+0.1%
0.28%
+3.7%
Q4 2017$216,000
-45.5%
1,278
-49.8%
0.27%
-20.4%
Q3 2017$396,0002,5480.34%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 42,383$11,715,00027.17%
Mathes Company, Inc. 31,655$8,750,0004.88%
Legacy Financial Strategies, LLC 35,377$9,779,0004.55%
SHELTON WEALTH MANAGEMENT, LLC 12,086$3,341,0002.98%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 196,690$54,367,0002.56%
Equitable Holdings, Inc. 460,750$127,356,0002.49%
AFT, FORSYTH & COMPANY, INC. 9,957$2,752,0002.46%
WestEnd Advisors, LLC 241,520$66,758,0002.24%
Karp Capital Management Corp 42,383$11,715,0002.20%
Destination Wealth Management 168,978$46,707,0001.96%
View complete list of ISHARES TR shareholders