Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 431 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$714,153
-3.1%
28,116
+0.5%
0.15%
-4.4%
Q2 2023$736,978
-1.1%
27,990
+3.3%
0.16%
-24.6%
Q1 2023$744,954
+2.5%
27,099
+1.3%
0.21%
-3.7%
Q4 2022$726,703
+11.6%
26,756
-7.4%
0.22%
+5.8%
Q3 2022$651,000
-10.5%
28,891
+8.0%
0.21%
+3.5%
Q2 2022$727,000
-11.9%
26,760
+3.1%
0.20%
-6.1%
Q1 2022$825,000
+9.7%
25,966
+7.7%
0.21%
+15.8%
Q4 2021$752,00024,1060.18%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Curbstone Financial Management Corp 21,910$613,2610.14%
CHEMUNG CANAL TRUST CO 21,067$589,6640.12%
Fifth Third Wealth Advisors LLC 9,943$278,3050.09%
Fragasso Group Inc. 30,863$863,8570.08%
Lowe Wealth Advisors, LLC 2,410$67,4560.03%
Anchor Investment Management, LLC 5,325$149,0610.02%
Versant Capital Management, Inc 1,489$41,6770.01%
ST GERMAIN D J CO INC 820$22,9520.00%
View complete list of ISHARES TR shareholders