Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 387 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,073,567
+85.8%
81,636
+92.6%
0.04%
+94.7%
Q2 2023$1,115,802
+96007.0%
42,377
+0.3%
0.02%
-20.8%
Q1 2023$1,161
+4.1%
42,247
+2.9%
0.02%
-20.0%
Q4 2022$1,115
-99.9%
41,037
-0.2%
0.03%0.0%
Q3 2022$926,000
+110.0%
41,115
+153.4%
0.03%
+114.3%
Q2 2022$441,000
-62.0%
16,226
-55.6%
0.01%
-60.0%
Q1 2022$1,161,000
+2.4%
36,542
+0.5%
0.04%
+2.9%
Q4 2021$1,134,000
+49.8%
36,354
+46.1%
0.03%
+36.0%
Q3 2021$757,000
+0.9%
24,890
+7.5%
0.02%
-7.4%
Q2 2021$750,000
+65.2%
23,152
+60.5%
0.03%
+42.1%
Q1 2021$454,000
+25.8%
14,422
+17.9%
0.02%
+11.8%
Q4 2020$361,000
+31.3%
12,235
+10.9%
0.02%0.0%
Q3 2020$275,000
-4.2%
11,029
-3.6%
0.02%
-19.0%
Q2 2020$287,000
+7.1%
11,439
-3.6%
0.02%
-16.0%
Q1 2020$268,000
-40.4%
11,862
-11.5%
0.02%
-34.2%
Q4 2019$450,000
+11.1%
13,409
+1.7%
0.04%
-17.4%
Q3 2019$405,000
-27.4%
13,189
-34.1%
0.05%
-37.0%
Q2 2019$558,000
+165.7%
20,014
+194.4%
0.07%
+102.8%
Q1 2019$210,0006,7990.04%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders