Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 587 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

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 Q1 2022
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders