Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 516 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$59,885
+3.2%
631
+6.2%
0.01%0.0%
Q2 2023$58,047
+6.1%
594
-3.6%
0.01%
-18.8%
Q1 2023$54,693
-29.7%
616
-35.4%
0.02%
-30.4%
Q4 2022$77,773
+52.5%
954
+56.1%
0.02%
+64.3%
Q2 2022$51,000
-26.1%
611
-6.7%
0.01%
-22.2%
Q1 2022$69,000
-1.4%
655
+7.7%
0.02%
+5.9%
Q4 2021$70,000
+3400.0%
608
+2543.5%
0.02%
+1600.0%
Q3 2021$2,0000.0%230.0%0.00%0.0%
Q2 2021$2,0000.0%230.0%0.00%0.0%
Q1 2021$2,000
-98.6%
23
-98.5%
0.00%
-99.1%
Q4 2020$139,0001,5700.11%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
HILLTOP WEALTH ADVISORS, LLC 242,857$23,030,16317.82%
Tanglewood Legacy Advisors, LLC 292,457$27,733,73516.63%
Madison Wealth Partners, Inc 327,310$31,038,78015.70%
Tennessee Valley Asset Management Partners 377,253$35,774,84411.76%
Veracity Capital LLC 260,986$24,749,31111.48%
Legacy Financial Group LLC 485,559$46,045,533,00010.83%
Cardinal Strategic Wealth Guidance 229,317$21,746,14410.08%
DOLIVER ADVISORS, LP 335,858$31,849,4149.59%
DDFG, Inc 271,196$25,717,5179.48%
ZRC WEALTH MANAGEMENT, LLC 106,362$10,086,2728.71%
View complete list of ISHARES TR shareholders