Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.4%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$92,752
-26.3%
1,912
-14.3%
0.02%
-25.9%
Q2 2023$125,929
+4.7%
2,230
+0.0%
0.03%
-20.6%
Q1 2023$120,295
+2.7%
2,229
+0.0%
0.03%
-2.9%
Q4 2022$117,114
-23.0%
2,228
-26.1%
0.04%
-16.7%
Q2 2022$152,000
-17.4%
3,013
+0.1%
0.04%
-12.5%
Q1 2022$184,000
-7.1%
3,0110.0%0.05%0.0%
Q4 2021$198,000
+273.6%
3,011
+253.4%
0.05%
+118.2%
Q3 2021$53,000
-53.5%
852
+168.8%
0.02%
-33.3%
Q2 2021$114,000
-29.2%
317
-34.9%
0.03%
-38.9%
Q1 2021$161,000
-90.6%
487
-90.7%
0.05%
-95.9%
Q4 2020$1,708,0005,2171.32%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 291,204$15,308,5946.63%
Hobart Private Capital, LLC 181,847$9,559,6976.47%
J Arnold Wealth Management Co 240,573$12,646,9366.24%
Hall Private Wealth Advisors 207,876$10,928,0416.21%
FinDec Wealth Services, Inc. 129,539$6,809,8435.63%
Safeguard Investment Advisory Group, LLC 130,804$6,877,4454.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,433$9,0123.92%
RPg Family Wealth Advisory, LLC 96,861$5,091,9833.49%
Flaharty Asset Management, LLC 344,242$18,096,8253.39%
Madden Advisory Services, Inc. 84,630$4,449,0213.33%
View complete list of ISHARES TR shareholders