Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 255 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.2%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$57,773
+10.9%
1,4000.0%0.01%
+9.1%
Q2 2023$52,116
-43.4%
1,400
-42.6%
0.01%
-57.7%
Q1 2023$92,054
-3.2%
2,4380.0%0.03%
-10.3%
Q4 2022$95,053
+14.5%
2,438
-0.1%
0.03%
+26.1%
Q2 2022$83,000
-4.6%
2,441
+1.1%
0.02%0.0%
Q1 2022$87,000
+27.9%
2,415
-1.6%
0.02%
+35.3%
Q4 2021$68,000
+3300.0%
2,454
+2567.4%
0.02%
+1600.0%
Q3 2021$2,0000.0%920.0%0.00%0.0%
Q2 2021$2,0000.0%920.0%0.00%0.0%
Q1 2021$2,0000.0%920.0%0.00%
-50.0%
Q4 2020$2,000920.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Verger Capital Management LLC 346,646$14,302,60612.64%
Versant Capital Management, Inc 375,069$15,475,3514.92%
Sterling Manor Financial, LLC 95,582$3,943,7143.57%
MFA WEALTH ADVISORS, LLC 237,163$9,785,3363.04%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 108,770$4,487,8502.92%
Buttonwood Financial Group, LLC 87,245$3,524,7002.57%
Van Cleef Asset Management,Inc 306,179$12,632,9461.99%
Ayalon Insurance Comp Ltd. 108,710$4,4851.89%
Parcion Private Wealth LLC 405,399$16,726,7541.74%
Derbend Asset Management 54,785$2,260,4251.54%
View complete list of ISHARES TR shareholders