Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 91 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,087
-3.5%
1950.0%0.00%0.0%
Q2 2023$10,456
+8.0%
1950.0%0.00%
-33.3%
Q4 2022$9,684
-12.0%
195
-14.5%
0.00%0.0%
Q2 2022$11,000
+450.0%
228
+590.9%
0.00%
+200.0%
Q1 2022$2,000
-75.0%
33
-76.9%
0.00%
-50.0%
Q4 2021$8,0001430.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 3,877,546$200,585,46915.61%
Ullmann Wealth Partners Group, LLC 465,840$24,097,8944.50%
Financial Management Professionals, Inc. 443,337$22,9344.03%
Clearwater Capital Advisors, LLC 456,504$23,614,9522.89%
GEM Asset Management, LLC 62,099$3,212,3852.54%
Acropolis Investment Management, LLC 626,500$32,408,8462.51%
CORA CAPITAL ADVISORS LLC 72,030$3,726,1122.50%
Addison Advisors LLC 96,504$4,992,1532.32%
Wade Financial Advisory, Inc 101,837$5,268,0232.26%
GYL FINANCIAL SYNERGIES, LLC 257,518$13,321,4261.29%
View complete list of ISHARES TR shareholders