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 ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders