Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 346 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$17,320
-1.7%
4990.0%0.00%0.0%
Q2 2023$17,615
-0.7%
4990.0%0.00%
-20.0%
Q1 2023$17,739
+3.0%
4990.0%0.01%0.0%
Q4 2022$17,230
-38.5%
499
-37.5%
0.01%
-37.5%
Q2 2022$28,000
-9.7%
7990.0%0.01%0.0%
Q1 2022$31,000
+29.2%
799
+36.3%
0.01%
+33.3%
Q4 2021$24,000
+2300.0%
586
+1527.8%
0.01%
Q3 2021$1,000
-50.0%
36
-32.1%
0.00%
-100.0%
Q2 2021$2,000
-33.3%
53
-18.5%
0.00%0.0%
Q1 2021$3,000
-80.0%
65
-82.1%
0.00%
-91.7%
Q4 2020$15,0003640.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
PPM AMERICA INC/IL 337,747$11,662,40446.46%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 5,362,421$185,164,39712.30%
ERTS Wealth Advisors, LLC 1,069,944$36,945,1579.58%
Cavalier Investments, LLC 590,653$20,395,2497.32%
HORIZON FINANCIAL SERVICES, LLC 234,907$8,111,3397.01%
Wavelength Capital Management, LLC 162,315$5,604,7376.64%
Sage Advisory Services, Ltd.Co. 619,594$21,395,0006.26%
Japan Science & Technology Agency 11,130,157$384,324,3215.77%
Bricktown Capital, LLC 1,388,766$47,954,0905.55%
REBALANCE, LLC 1,314,065$45,374,6584.71%
View complete list of ISHARES TR shareholders