Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is CRBN and the CUSIP is 46434V464. A total of 106 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$116,442
-23.6%
775
-20.5%
0.02%
-24.2%
Q2 2023$152,481
+13.1%
975
+7.0%
0.03%
-13.2%
Q1 2023$134,773
-7.3%
911
-13.4%
0.04%
-13.6%
Q4 2022$145,328
-10.8%
1,052
-11.5%
0.04%
-2.2%
Q2 2022$163,000
-25.9%
1,189
-11.8%
0.04%
-21.1%
Q1 2022$220,000
-8.3%
1,348
-2.2%
0.06%
-3.4%
Q4 2021$240,000
+7.6%
1,378
+1.5%
0.06%
-35.2%
Q3 2021$223,000
-30.5%
1,357
-29.8%
0.09%
-1.1%
Q2 2021$321,000
-15.7%
1,933
-20.8%
0.09%
-28.1%
Q1 2021$381,000
-12.8%
2,441
-16.9%
0.13%
-62.0%
Q4 2020$437,0002,9390.34%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Investure, LLC 98,740$14,835,4883.16%
University of Maryland Foundation, Inc. 10,000$1,5021.80%
Stonehearth Capital Management, LLC 13,745$2,065,1081.13%
BSW Wealth Partners 23,723$3,564,4040.79%
FLOW TRADERS U.S. LLC 100,038$15,0310.70%
ASPIRIANT, LLC 84,727$12,730,0620.65%
Betterment LLC 1,241,248$186,4980.59%
Bond & Devick Financial Network, Inc. 4,684$703,7620.45%
Desjardins Global Asset Management Inc. 25,701$3,861,5240.42%
GOULD ASSET MANAGEMENT LLC /CA/ 9,375$1,408,5750.40%
View complete list of ISHARES TR shareholders