Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 222 filers reported holding ISHARES TR in Q2 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 Q2 2022
NameSharesValueWeighting ↓
Weaver Consulting Group 184,080$7,952,0004.96%
IronBridge Private Wealth, LLC 115,465$4,988,0003.69%
RESTON WEALTH MANAGEMENT LLC 130,445$5,635,0003.20%
Beacon Financial Advisory LLC 107,915$4,661,0003.03%
TIEDEMANN ADVISORS, LLC 1,408,391$60,839,0002.94%
ARQ WEALTH ADVISORS, LLC 107,906$4,662,0002.93%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 173,998$7,517,0002.85%
Thrive Capital Management, LLC 57,340$2,477,0002.64%
FURE FINANCIAL CORP 71,088$3,071,0002.18%
Trilogy Capital Inc. 532,533$23,005,0001.88%
View complete list of ISHARES TR shareholders