Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 244 filers reported holding ISHARES TR in Q1 2022. 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$15,540
-2.9%
399
+0.8%
0.00%0.0%
Q2 2023$16,010
-26.1%
396
-27.2%
0.00%
-50.0%
Q1 2023$21,666
+4.9%
5440.0%0.01%0.0%
Q4 2022$20,660
-1.6%
544
+2.1%
0.01%0.0%
Q2 2022$21,000
-34.4%
533
-27.6%
0.01%
-25.0%
Q1 2022$32,000
-3.0%
736
+2.9%
0.01%0.0%
Q4 2021$33,000
+450.0%
715
+454.3%
0.01%
+300.0%
Q3 2021$6,0001290.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Thrive Capital Management, LLC 162,262$6,972,0004.21%
Weaver Consulting Group 178,010$7,649,0003.71%
TIEDEMANN ADVISORS, LLC 1,530,555$65,766,0003.34%
Investment Advisory Group, LLC 108,788$4,677,0002.84%
Weitzel Financial Services, Inc. 82,420$3,541,587,0002.26%
Beacon Financial Advisory LLC 83,204$3,575,0001.71%
Sweet Financial Partners, LLC 131,235$5,639,0001.51%
RESTON WEALTH MANAGEMENT LLC 52,372$2,250,0001.15%
Fort Henry Capital, LLC 26,960$1,158,0001.00%
WIN ADVISORS, INC 68,996$2,965,0000.78%
View complete list of ISHARES TR shareholders