Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 144 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.45 and the average weighting 0.2%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,960,196
+38.5%
166,776
+46.7%
0.14%
+42.9%
Q2 2023$5,745,465
+100821.6%
113,682
-0.1%
0.10%
-16.2%
Q1 2023$5,693
+15.6%
113,807
+4.7%
0.12%
-12.7%
Q4 2022$4,924
-99.9%
108,727
+1.5%
0.13%
+3.9%
Q3 2022$4,045,000
+134.9%
107,124
+165.7%
0.13%
+138.9%
Q2 2022$1,722,000
+429.8%
40,311
+574.8%
0.05%
+440.0%
Q4 2021$325,000
+0.6%
5,974
-3.7%
0.01%
-9.1%
Q3 2021$323,000
-4.7%
6,201
-2.5%
0.01%
-8.3%
Q2 2021$339,000
+7.3%
6,358
+1.0%
0.01%
-7.7%
Q1 2021$316,000
+30.6%
6,296
+24.8%
0.01%
+18.2%
Q4 2020$242,000
+11.0%
5,046
-3.2%
0.01%
-15.4%
Q3 2020$218,000
-5.2%
5,214
-8.6%
0.01%
-23.5%
Q2 2020$230,000
+14.4%
5,7020.0%0.02%
-10.5%
Q1 2020$201,000
-30.2%
5,702
-7.0%
0.02%
-20.8%
Q4 2019$288,000
-4.0%
6,129
-11.6%
0.02%
-29.4%
Q3 2019$300,000
-28.2%
6,934
-29.5%
0.03%
-38.2%
Q2 2019$418,0009,8380.06%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
METLIFE INC 14,270$743,4786.48%
B, B, H, & B INC. 38,638$2,014,0001.84%
Willis Johnson & Associates, Inc. 219,310$11,430,0001.59%
Providence First Trust Co 57,040$2,973,0001.40%
Stelac Advisory Services LLC 80,637$4,203,0001.13%
Palisades Hudson Asset Management, L.P. 41,580$2,167,0000.99%
WealthBridge Investment Counsel Inc. 38,995$2,032,0000.91%
Family Firm, Inc. 59,602$3,245,0000.85%
Intercontinental Wealth Advisors, LLC 60,426$3,149,0000.73%
swisspartners Advisors Ltd 17,980$937,0000.66%
View complete list of ISHARES TR shareholders