Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 148 filers reported holding ISHARES TR in Q1 2022. 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
Q4 2021$13,000
+18.2%
3340.0%0.00%
-40.0%
Q3 2021$11,000
-35.3%
334
-28.8%
0.01%0.0%
Q2 2021$17,000
+6.2%
4690.0%0.01%0.0%
Q1 2021$16,000
+14.3%
4690.0%0.01%
-54.5%
Q4 2020$14,0004690.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 474,583$16,145,0002.36%
BG Investment Services, Inc. 58,556$1,888,0002.30%
Laurel Wealth Planning LLC 89,738$2,893,0002.13%
PATTON ALBERTSON MILLER GROUP, LLC 285,607$9,208,0001.98%
Brio Consultants, LLC 224,688$7,630,0001.61%
Financial Partners Group, Inc 185,165$5,970,0001.57%
Aspire Capital Advisors LLC 59,044$1,904,0001.51%
Buttonwood Financial Group, LLC 43,521$1,393,0001.45%
EQ LLC 40,459$1,304,0001.13%
Northwest Capital Management Inc 59,377$1,914,0001.11%
View complete list of ISHARES TR shareholders