Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 288 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$42,443
-5.4%
859
-1.5%
0.01%
-10.0%
Q2 2023$44,883
+3.3%
872
+0.3%
0.01%
-16.7%
Q1 2023$43,470
+6.1%
8690.0%0.01%0.0%
Q4 2022$40,977
-0.1%
869
+1.9%
0.01%
+9.1%
Q2 2022$41,000
-74.5%
853
-71.4%
0.01%
-73.8%
Q1 2022$161,000
+5.2%
2,986
+11.1%
0.04%
+13.5%
Q4 2021$153,000
+410.0%
2,688
+389.6%
0.04%
+208.3%
Q3 2021$30,000
+11.1%
549
+11.8%
0.01%
+50.0%
Q2 2021$27,000
+285.7%
491
+292.8%
0.01%
+60.0%
Q4 2020$7,0001250.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
MARINO, STRAM & ASSOCIATES LLC 144,612$6,415,0005.70%
Madrona Financial Services, LLC 112,880$5,007,0004.03%
PATTON ALBERTSON MILLER GROUP, LLC 84,564$3,751,0001.89%
Northstar Group, Inc. 72,698$3,225,0001.64%
Ahrens Investment Partners LLC 83,632$3,710,0001.55%
Aveo Capital Partners, LLC 71,293$3,163,0001.40%
First Heartland Consultants, Inc. 82,564$3,663,0001.29%
NORTHWEST WEALTH MANAGEMENT, LLC 32,025$1,421,0001.07%
Ruggie Capital Group 39,324$1,744,0000.88%
Burt Wealth Advisors 36,749$1,630,0000.78%
View complete list of ISHARES TR shareholders