Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 434 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.3%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$26,433
-7.0%
4570.0%0.01%0.0%
Q2 2023$28,421
+157.6%
457
+125.1%
0.01%
+100.0%
Q1 2023$11,035
-49.9%
203
-58.7%
0.00%
-57.1%
Q4 2022$22,012
-65.1%
491
-64.6%
0.01%
-58.8%
Q2 2022$63,000
-18.2%
1,386
+4.0%
0.02%
-15.0%
Q1 2022$77,000
-28.0%
1,333
-19.6%
0.02%
-23.1%
Q4 2021$107,0001,6580.03%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
B, B, H, & B INC. 107,809$6,942,0005.79%
Goodwin Investment Advisory 79,083$5,099,0003.82%
OmniStar Financial Group, Inc. 47,931$3,086,0003.16%
MA Private Wealth 266,644$17,169,0003.08%
ONE Advisory Partners, LLC 78,450$5,051,0002.88%
HawsGoodwin Investment Management LLC 146,314$9,421,0002.74%
Keystone Financial Services 78,003$5,022,0002.58%
4J Wealth Management LLC 47,459$3,056,0002.57%
Outlook Wealth Advisors, LLC 131,574$8,472,0002.49%
PATTEN & PATTEN INC/TN 557,157$35,875,0002.48%
View complete list of ISHARES TR shareholders