Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 111 filers reported holding ISHARES TR in Q3 2023. 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
Q3 2023$58,441
+4.8%
1,508
+12.0%
0.01%0.0%
Q2 2023$55,748
+20.2%
1,346
+13.1%
0.01%
-7.7%
Q1 2023$46,380
+30.9%
1,190
+21.1%
0.01%
+18.2%
Q4 2022$35,427
+61.0%
983
+60.6%
0.01%
+83.3%
Q2 2022$22,000
+29.4%
612
+59.0%
0.01%
+50.0%
Q1 2022$17,000
-60.5%
385
-55.3%
0.00%
-63.6%
Q4 2021$43,000
+2.4%
861
+1.7%
0.01%
-35.3%
Q3 2021$42,000
-2.3%
847
+1.3%
0.02%
+41.7%
Q2 2021$43,000
+7.5%
836
+528.6%
0.01%
-7.7%
Q1 2021$40,000
+207.7%
133
+209.3%
0.01%
+30.0%
Q4 2020$13,000430.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Courage Miller Partners, LLC 8,597$1,239,0000.86%
M Holdings Securities, Inc. 7,185$1,035,0000.47%
Madden Advisory Services, Inc. 4,490$646,0000.40%
SMITH CHAS P & ASSOCIATES PA CPAS 20,089$2,907,0000.25%
Ausdal Financial Partners, Inc. 2,670$385,0000.19%
BRR OpCo, LLC 2,125$306,0000.10%
Virtu Financial LLC 3,488$503,0000.09%
ADELL HARRIMAN & CARPENTER INC 2,251$324,363,0000.08%
NATIONAL PLANNING CORP 3,673$496,0000.04%
MCF Advisors LLC 967$139,0000.03%
View complete list of ISHARES TR shareholders