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 ↓
ERTS Wealth Advisors, LLC 849,710$35,059,00011.38%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 5,036,324$207,799,00010.94%
WBI INVESTMENTS, LLC 1,749,118$72,169,00010.92%
Copperleaf Capital, LLC 94,108$3,883,0003.32%
ALLSTATE CORP 2,555,000$105,420,0003.27%
Morningstar Investment Management LLC 682,303$28,152,0003.16%
Cavalier Investments, LLC 160,000$6,602,0003.02%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 8,388,487$346,109,0002.63%
Donoghue Forlines LLC 317,827$13,114,0002.53%
Alaska Permanent Fund Corp 3,360,410$138,651,0002.51%
View complete list of ISHARES TR shareholders