Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 98 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,550
-2.6%
1320.0%0.00%0.0%
Q2 2023$8,781
+4.1%
1320.0%0.00%0.0%
Q1 2023$8,435
+1.1%
1320.0%0.00%
-33.3%
Q4 2022$8,346
+4.3%
1320.0%0.00%
+50.0%
Q2 2022$8,000
-11.1%
1320.0%0.00%0.0%
Q1 2022$9,0000.0%1320.0%0.00%0.0%
Q4 2021$9,000
+12.5%
1320.0%0.00%
-33.3%
Q3 2021$8,000
-11.1%
1320.0%0.00%0.0%
Q2 2021$9,000
+12.5%
132
+100.0%
0.00%0.0%
Q1 2021$8,000
+14.3%
660.0%0.00%
-40.0%
Q4 2020$7,000660.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Matrix Trust Co 318,038$27,542,0007.44%
SPC Financial, Inc. 121,342$10,508,0002.68%
VisionPoint Advisory Group, LLC 39,044$3,381,0001.58%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 16,644$1,441,0001.49%
Equitable Holdings, Inc. 412,536$35,726,0001.28%
TAP Consulting, LLC 16,987$1,471,0000.99%
GenWealth Group, Inc. 19,678$1,704,0000.74%
Courage Miller Partners, LLC 8,275$716,0000.44%
Brand Asset Management Group, Inc. 6,610$572,0000.42%
Towerpoint Wealth, LLC 5,590$484,0000.38%
View complete list of ISHARES TR shareholders