Concorde Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 635 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Concorde Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$268,000
+25.2%
3,473
+38.3%
0.18%
+39.1%
Q4 2021$214,000
+5.4%
2,511
+0.3%
0.13%
+12.3%
Q2 2021$203,000
-94.4%
2,504
-88.3%
0.11%
-97.5%
Q2 2015$3,616,000
-19.1%
21,331
-18.2%
4.60%
-9.7%
Q1 2015$4,470,00026,0635.10%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders