Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$119,126
-6.7%
5,405
-3.1%
0.02%
-10.7%
Q2 2023$127,713
+142.5%
5,577
+147.5%
0.03%
+86.7%
Q1 2023$52,675
-58.4%
2,253
-59.6%
0.02%
-60.5%
Q4 2022$126,709
-29.2%
5,577
-25.3%
0.04%
-22.4%
Q2 2022$179,000
+12.6%
7,470
+17.1%
0.05%
+19.5%
Q1 2022$159,000
+71.0%
6,379
+82.7%
0.04%
+78.3%
Q4 2021$93,000
+1062.5%
3,492
+994.7%
0.02%
+666.7%
Q3 2021$8,000
-33.3%
319
-31.4%
0.00%0.0%
Q2 2021$12,000
-61.3%
465
-60.9%
0.00%
-70.0%
Q1 2021$31,000
-96.6%
1,189
-96.4%
0.01%
-98.6%
Q4 2020$899,00032,9880.69%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders