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 299,798$33,655,0009.46%
Treybourne Wealth Planners, Inc. 46,920$5,267,0003.79%
SPC Financial, Inc. 130,332$14,631,0002.06%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 19,702$2,211,0001.31%
Equitable Holdings, Inc. 446,336$50,106,0001.14%
TAP Consulting, LLC 16,630$1,867,0000.67%
GenWealth Group, Inc. 16,232$1,822,0000.60%
Brand Asset Management Group, Inc. 6,531$733,0000.41%
Courage Miller Partners, LLC 5,684$638,0000.29%
Ellis Investment Partners, LLC 6,167$692,0000.21%
View complete list of ISHARES TR shareholders