Concord Wealth Partners »

Ishares Tr shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Ishares Tr shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.1k 276 25.85

More positions owned by Concord Wealth Partners

NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ssga Active Tr State Street Bla (HYBL)
Ishares Tr Trust Ishare 0-1 (SHV)
Spdr Series Trust State Street Spd (SPSB)
Spdr Series Trust State Street Spd (SPTI)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Dimensional Etf Trust Us Equity Market (DFUS)
Wisdomtree Tr Us Midcap Divid (DON)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for Concord Wealth Partners

Top funds holding Ishares Tr

BlackRock
Tower Research Capital
Concord Wealth Partners

View all funds holding Ishares Tr