Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 114 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,876
-3.6%
2660.0%0.00%
-50.0%
Q2 2023$7,131
+9.0%
2660.0%0.00%0.0%
Q4 2022$6,544
+9.1%
2660.0%0.00%0.0%
Q2 2022$6,000
+100.0%
266
+148.6%
0.00%
+100.0%
Q4 2021$3,0001070.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 4,941,912$141,882,00011.98%
MERIDIAN MANAGEMENT CO 936,142$26,877,0008.36%
BALASA DINVERNO & FOLTZ LLC 2,071,000$59,458,0004.77%
Clearwater Capital Advisors, LLC 1,105,054$31,726,0003.97%
Wade Financial Advisory, Inc 215,452$6,186,0003.91%
RHS Financial, LLC 159,823$4,589,0003.83%
Callan Capital, LLC 636,630$18,278,0003.32%
Beirne Wealth Consulting Services, LLC 156,198$4,484,0002.63%
Keebeck Wealth Management, LLC 480,305$13,790,0002.14%
LINCOLN CAPITAL CORP 117,383$3,370,0002.10%
View complete list of ISHARES TR shareholders