Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 381 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 4.66 and the average weighting 0.2%.

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 Q2 2022
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 62,321$2,629,0002.27%
Outlook Wealth Advisors, LLC 110,619$4,666,0002.09%
4J Wealth Management LLC 38,719$1,633,0002.09%
PATTEN & PATTEN INC/TN 519,487$21,912,0002.08%
Flagship Private Wealth, LLC 46,229$1,950,0002.01%
FORTE ASSET MANAGEMENT LLC 63,331$2,671,0001.77%
DEFINED WEALTH MANAGEMENT, LLC 36,922$1,557,0001.70%
EQ LLC 44,233$1,866,0001.61%
Dentgroup LLC 32,160$1,340,0001.35%
Bernardo Wealth Planning LLC 51,025$2,255,0001.28%
View complete list of ISHARES TR shareholders