Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 105 filers reported holding ISHARES TR in Q2 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
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 Q2 2022
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 74,337$2,577,0002.30%
F3Logic, LLC 251,080$8,700,0001.82%
Matrix Trust Co 141,443$4,902,0001.40%
Integrity Financial Corp /WA 28,443$986,0001.03%
Opes Wealth Management LLC 71,990$2,495,0001.00%
Black Diamond Financial, LLC 51,829$1,819,0000.73%
CREATIVE FINANCIAL DESIGNS INC /ADV 89,415$3,099,0000.51%
Aspire Wealth Management Corp 14,642$507,0000.48%
Courage Miller Partners, LLC 19,894$690,0000.35%
Certified Advisory Corp 43,006$1,491,0000.34%
View complete list of ISHARES TR shareholders