Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 271 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$3,446
-11.1%
350.0%0.00%0.0%
Q2 2023$3,877
+2.4%
350.0%0.00%0.0%
Q4 2022$3,786
-5.4%
350.0%0.00%0.0%
Q2 2022$4,000
-20.0%
350.0%0.00%0.0%
Q1 2022$5,000350.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Pacific Wealth Management 34,209$5,077,0003.86%
Richard Bernstein Advisors LLC 618,243$91,748,0001.77%
Krilogy Financial LLC 115,276$17,107,0001.72%
West Wealth Group, LLC 22,857$3,392,0001.28%
Ballew Advisors, Inc 12,793$1,832,0001.28%
Avalon Advisory Group 15,639$2,321,0001.14%
Crown Wealth Group, LLC 7,496$1,112,0001.03%
Spectrum Planning & Advisory Services Inc. 7,173$1,064,0000.97%
FIFTH THIRD SECURITIES, INC. 59,891$8,888,0000.97%
GenWealth Group, Inc. 21,326$3,164,0000.86%
View complete list of ISHARES TR shareholders