Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 579 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - 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 Q2 2022
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,037,369$492,717,00031.27%
AlphaCore Capital LLC 482,836$26,324,00026.24%
New England Professional Planning Group Inc. 567,923$33,110,00025.57%
Brightworth 2,436,841$132,857,00018.47%
Tanglewood Wealth Management, Inc. 966,639$52,701,00014.91%
ESL Trust Services, LLC 592,240$32,289,00014.64%
KEMPER Corp 1,135,946$61,932,00013.15%
AGILIS PARTNERS LLC 379,815$20,708,00012.13%
Corrigan Financial, Inc. 357,889$19,512,08110.49%
CAHABA WEALTH MANAGEMENT, INC. 846,844$49,472,00010.21%
View complete list of ISHARES TR shareholders