Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 627 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.17 and the average weighting 0.7%.

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 Q3 2023
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders