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 ↓
Edelman Financial Services, LLC 40,274,764$1,465,196,00014.51%
Manifold Partners, LLC 236,779$8,621,0008.80%
REDW Wealth LLC 271,306$9,870,0007.36%
New England Private Wealth Advisors LLC 306,678$11,156,0003.15%
Horizon Investments, LLC 703,400$25,590,0001.12%
Ruggie Capital Group 47,950$1,743,0000.94%
Donoghue Forlines LLC 280,785$10,215,0000.89%
FOUNDERS FINANCIAL SECURITIES LLC 50,989$1,855,0000.60%
Mathes Company, Inc. 34,025$1,238,0000.58%
VALLEY NATIONAL ADVISERS INC 27,957$1,017,0000.38%
View complete list of ISHARES TR shareholders