Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 597 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.00 and the average weighting 1.1%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$21,755
-4.2%
3630.0%0.01%0.0%
Q2 2023$22,709
+91.4%
363
+90.1%
0.01%
+66.7%
Q1 2023$11,862
-43.5%
191
-47.2%
0.00%
-50.0%
Q4 2022$20,980
-0.1%
3620.0%0.01%0.0%
Q2 2022$21,000
-12.5%
3620.0%0.01%0.0%
Q1 2022$24,000
-7.7%
3620.0%0.01%0.0%
Q4 2021$26,000
+100.0%
362
+100.0%
0.01%
+50.0%
Q2 2021$13,0000.0%1810.0%0.00%0.0%
Q1 2021$13,0001810.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 705,088$42,298,70326.20%
Acorns Advisers, LLC 26,624,296$1,597,19121.96%
AMICA MUTUAL INSURANCE CO 2,748,499$164,85519.39%
Tiller Private Wealth, Inc. 452,551$27,148,53414.76%
Hardy Reed LLC 1,342,542$80,539,11514.60%
CAHABA WEALTH MANAGEMENT, INC. 1,497,541$89,837,5129.90%
Magnolia Wealth Management, LLC 176,787$10,605,4529.87%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 2,867,965$172,049,2229.66%
Astoria Strategic Wealth, Inc. 425,801$25,543,8029.61%
Johnson Financial Group, Inc. 2,246,348$134,758,3849.36%
View complete list of ISHARES TR shareholders