Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 332 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$28,570
-2.2%
1,1520.0%0.01%0.0%
Q2 2023$29,226
+70.1%
1,152
+69.4%
0.01%
+20.0%
Q1 2023$17,184
-50.8%
680
-52.1%
0.01%
-54.5%
Q4 2022$34,922
-32.8%
1,419
-33.1%
0.01%
-21.4%
Q2 2022$52,0000.0%2,122
+13.7%
0.01%
+7.7%
Q1 2022$52,000
+40.5%
1,866
+49.9%
0.01%
+44.4%
Q4 2021$37,0001,2450.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
ESL Trust Services, LLC 980,911$24,150,0008.35%
KRAEMATON INVESTMENT ADVISORS, INC 145,857$3,591,0004.16%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 497,988$12,260,0003.79%
CLIENT 1ST ADVISORY GROUP, LLC 257,106$6,330,0003.77%
Intelligence Driven Advisers, LLC 659,130$16,208,0003.18%
Lineweaver Wealth Advisors, LLC 384,422$9,464,0003.12%
Copperleaf Capital, LLC 124,450$3,064,0003.10%
Tri-Star Advisors Inc. 253,588$6,274,0003.03%
Insight Wealth Partners, LLC 150,895$3,715,0002.79%
Horst & Graben Wealth Management LLC 391,894$9,648,0002.62%
View complete list of ISHARES TR shareholders