Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is DIVB and the CUSIP is 46435U861. A total of 27 filers reported holding ISHARES TR in Q3 2021. 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
Q2 2023$1,951
+2.5%
510.0%0.00%
-100.0%
Q1 2023$1,904
-0.5%
510.0%0.00%0.0%
Q4 2022$1,913
-4.4%
510.0%0.00%0.0%
Q2 2022$2,0000.0%510.0%0.00%0.0%
Q1 2022$2,0000.0%510.0%0.00%
Q4 2021$2,0000.0%510.0%0.00%
-100.0%
Q3 2021$2,000510.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
WEST CHESTER CAPITAL ADVISORS, INC 21,898$821,3931.64%
Provident Wealth Management, LLC 52,961$1,986,5671.17%
Cedar Mountain Advisors, LLC 85,992$3,225,5731.01%
Breakwater Capital Group 51,187$1,920,0241.00%
MBL Wealth, LLC 117,342$4,4010.84%
Kellett Wealth Advisors, LLC 18,644$699,3460.68%
Prosperity Wealth Management, Inc. 11,105$416,5490.39%
Claraphi Advisory Network, LLC 25,060$940,0220.37%
TANDEM CAPITAL MANAGEMENT CORP /ADV 10,940$410,3590.32%
Princeton Global Asset Management LLC 16,490$6190.20%
View complete list of ISHARES TR shareholders