Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 210 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16,695
-1.5%
2370.0%0.00%0.0%
Q2 2023$16,955
+26.0%
237
+21.5%
0.00%0.0%
Q1 2023$13,456
-29.1%
195
-27.8%
0.00%
-33.3%
Q4 2022$18,976
-67.8%
270
-70.0%
0.01%
-62.5%
Q2 2022$59,000
-16.9%
8990.0%0.02%
-11.1%
Q1 2022$71,000
-2.7%
899
-1.9%
0.02%0.0%
Q4 2021$73,0009160.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Ayalon Insurance Comp Ltd. 50,033$3,5251.49%
Centurion Wealth Management LLC 42,050$2,961,9801.45%
Salomon & Ludwin, LLC 82,779$5,831,3420.61%
Phoenix Holdings Ltd. 366,476$25,816,2920.47%
Arete Wealth Advisors, LLC 34,940$2,461,3630.43%
ICICI Prudential Asset Management Co Ltd 24,314$1,712,7920.22%
CLIENT 1ST ADVISORY GROUP, LLC 5,294$372,9340.20%
SENTINEL TRUST CO LBA 15,800$1,1130.16%
Spire Wealth Management 45,892$3,232,6290.12%
Sunflower Bank, N.A. 7,170$505,0890.12%
View complete list of ISHARES TR shareholders