Concorde Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 128 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q4 2019
NameSharesValueWeighting ↓
Essex Private Wealth Management, LLC 31,216$1,391,0005.55%
VAUGHAN & Co SECURITIES, INC. 133,761$5,962,0005.15%
Financial Engines Advisors L.L.C. 31,107,810$1,386,475,0004.52%
New England Private Wealth Advisors LLC 363,782$16,216,0003.80%
CFS Investment Advisory Services, LLC 10,917,660$15,344,0003.53%
Sweet Financial Partners, LLC 217,245$9,683,0003.08%
Concord Wealth Partners 206,993$9,226,0002.93%
BARRETT & COMPANY, INC. 85,062$4,026,8242.66%
AlphaCore Capital LLC 124,108$5,531,0002.52%
Sentinus, LLC 70,059$3,150,0001.97%
View complete list of ISHARES TR shareholders