Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 406 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$25,465
-9.2%
2400.0%0.01%
-16.7%
Q2 2023$28,036
+1.6%
2400.0%0.01%
-25.0%
Q1 2023$27,597
-5.6%
240
-8.0%
0.01%
-11.1%
Q4 2022$29,219
+21.7%
261
+9.7%
0.01%
+28.6%
Q2 2022$24,000
-11.1%
238
-1.7%
0.01%0.0%
Q1 2022$27,000
+8.0%
2420.0%0.01%
+16.7%
Q4 2021$25,000
+2400.0%
242
+2320.0%
0.01%
+500.0%
Q4 2020$1,000100.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
One01 Capital, LP 95,400$8,700,0006.26%
HERBST GROUP, LLC 42,176$3,846,0003.16%
MRA Advisory Group 33,059$3,175,0002.70%
PARAGON FINANCIAL PARTNERS, INC. 25,535$2,329,0002.62%
Evolution Wealth Advisors, LLC 81,866$7,465,0002.05%
Bluesphere Advisors, LLC 21,893$1,996,0001.99%
Migdal Insurance & Financial Holdings Ltd. 799,543$72,910,0001.65%
Bell Rock Capital LLC 14,468$1,319,0001.63%
Richard Bernstein Advisors LLC 622,821$56,794,0001.42%
MIRABELLA FINANCIAL SERVICES LLP 146,325$13,448,0001.40%
View complete list of ISHARES TR shareholders