Concorde Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 109 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Concorde Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$482,000
+10.6%
11,267
-0.0%
0.33%
-0.6%
Q3 2019$436,000
+12.1%
11,272
+11.8%
0.34%
+47.4%
Q2 2019$389,000
+17.9%
10,086
+16.0%
0.23%
+7.0%
Q1 2019$330,000
+39.8%
8,692
+22.5%
0.21%
+6.5%
Q4 2018$236,0007,0970.20%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Retirement Planning Group, LLC 1,506,041$86,206,00012.49%
Beaumont Asset Management, L.L.C. 106,090$6,072,0005.47%
Financial Engines Advisors L.L.C. 27,270,716$1,561,268,0005.32%
TOBIAS FINANCIAL ADVISORS, INC. 193,153$11,056,0005.06%
New England Private Wealth Advisors LLC 333,573$19,090,0004.19%
Essex Private Wealth Management, LLC 48,814$2,794,0002.73%
CFS Investment Advisory Services, LLC 226,166$12,946,0002.06%
AlphaCore Capital LLC 37,668$2,156,0001.61%
REDW Wealth LLC 73,185$4,189,0001.55%
ASSET MANAGEMENT CORP /IL/ /ADV 45,743$2,710,0001.51%
View complete list of ISHARES TR shareholders