Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 245 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,195
-2.8%
700.0%0.00%0.0%
Q2 2023$5,345
+9.9%
700.0%0.00%0.0%
Q4 2022$4,863
-2.7%
700.0%0.00%0.0%
Q2 2022$5,000
-16.7%
700.0%0.00%
-50.0%
Q1 2022$6,000700.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
BW Gestao de Investimentos Ltda. 410,000$36,564,00010.64%
Sanford Advisory Services, LLC 172,221$15,359,0003.46%
Aspire Wealth Management Corp 39,488$3,522,0002.85%
Stewardship Advisors, LLC 79,873$7,123,0002.56%
Provident Wealth Management, LLC 42,332$3,775,0002.48%
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 28,160$2,511,0002.44%
Vahanian & Associates Financial Planning Inc. 32,483$2,897,0002.34%
Financial Futures Ltd Liability Co. 30,685$2,736,0002.24%
Capital Advisory Group Advisory Services, LLC 53,359$4,759,0002.07%
Destiny Wealth Partners, LLC 90,030$8,029,0001.55%
View complete list of ISHARES TR shareholders