Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 182 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$584,446
-0.6%
2,918
-1.1%
0.13%
-24.6%
Q1 2023$587,883
-1.7%
2,9510.0%0.17%
-7.2%
Q4 2022$598,329
+2.8%
2,951
-8.9%
0.18%
-2.7%
Q3 2022$582,000
-7.8%
3,2380.0%0.18%
+6.9%
Q2 2022$631,000
-2.8%
3,2380.0%0.17%
+3.0%
Q1 2022$649,000
-8.7%
3,238
-8.9%
0.17%
-3.4%
Q4 2021$711,000
+1216.7%
3,553
+1088.3%
0.17%
+690.9%
Q3 2021$54,000
-91.7%
299
-91.5%
0.02%
-88.2%
Q2 2021$648,000
-8.0%
3,526
-11.4%
0.19%
-21.5%
Q1 2021$704,000
-61.2%
3,978
-62.0%
0.24%
-83.1%
Q4 2020$1,814,00010,4591.40%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 60,785$11,336,9088.47%
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
View complete list of ISHARES TR shareholders