Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 384 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.5%.

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 Q2 2023
NameSharesValueWeighting ↓
Almanack Investment Partners, LLC. 88,816$12,711,345,0002.94%
Blue Edge Capital, LLC 53,929$7,718,257,0002.70%
Ifrah Financial Services, Inc. 50,840$7,276,0002.69%
Krilogy Financial LLC 90,882$13,007,0002.49%
JUNCTURE WEALTH STRATEGIES, LLC 21,459$3,071,0002.47%
Itau Unibanco Holding S.A. 348,236$49,840,0002.35%
Compagnie Lombard Odier SCmA 367,301$52,568,0002.13%
RiverFront Investment Group, LLC 509,778$72,959,0001.83%
Aveo Capital Partners, LLC 20,779$2,961,0001.29%
One Day In July LLC 15,310$2,191,0001.22%
View complete list of ISHARES TR shareholders