Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.33 and the average weighting 0.3%.

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 Q2 2022
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 216,108$10,196,0005.87%
CUMBERLAND ADVISORS INC 308,050$14,534,0005.79%
Crumly & Associates Inc. 241,605$11,399,0004.70%
Ulrich Consultants & Investment Group, LLC 115,045$5,428,0004.19%
Safeguard Investment Advisory Group, LLC 124,770$5,886,0004.03%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,499$8,138,0003.87%
Flaharty Asset Management, LLC 378,713$17,868,0003.68%
Madden Advisory Services, Inc. 81,074$3,825,0003.06%
Ahrens Investment Partners LLC 121,933$5,753,0003.03%
Stonebridge Financial Planning Group, LLC 91,759$4,329,0003.03%
View complete list of ISHARES TR shareholders