Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 246 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$858,206
+3.9%
17,853
+8.3%
0.02%
+7.1%
Q2 2023$825,631
+113466.9%
16,483
+14.9%
0.01%
-6.7%
Q1 2023$727
+5.2%
14,345
+2.0%
0.02%
-21.1%
Q4 2022$691
-99.9%
14,070
+5.2%
0.02%
-9.5%
Q3 2022$643,000
-5.9%
13,376
-0.1%
0.02%0.0%
Q2 2022$683,000
-15.8%
13,393
-9.1%
0.02%
-16.0%
Q1 2022$811,000
-10.2%
14,730
-2.5%
0.02%
-7.4%
Q4 2021$903,000
-2.0%
15,114
-1.4%
0.03%
-10.0%
Q3 2021$921,000
-7.3%
15,330
-6.5%
0.03%
-14.3%
Q2 2021$993,000
+21.7%
16,396
+18.6%
0.04%
+2.9%
Q1 2021$816,000
-4.4%
13,828
+0.3%
0.03%
-15.0%
Q4 2020$854,000
+2.5%
13,783
+0.6%
0.04%
-21.6%
Q3 2020$833,000
+23.6%
13,697
+22.8%
0.05%
+6.2%
Q2 2020$674,000
+20.4%
11,154
+11.6%
0.05%
-7.7%
Q1 2020$560,000
+12.2%
9,996
+16.8%
0.05%
+23.8%
Q4 2019$499,000
+32.7%
8,555
+32.7%
0.04%0.0%
Q3 2019$376,0006,4490.04%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,308,701$62,883,00016.18%
Aprio Wealth Management, LLC 326,105$15,669,0006.29%
Long Run Wealth Advisors, LLC 236,846$11,380,0004.51%
Insight Wealth Partners, LLC 71,772$3,449,0003.25%
Center For Asset Management LLC 53,672$2,579,0002.56%
Allworth Financial LP 3,395,318$163,145,0002.06%
Shelter Mutual Insurance Co 130,000$6,247,0002.02%
Tolleson Wealth Management, Inc. 124,645$5,989,0001.80%
IVC Wealth Advisors LLC 43,542$2,092,0001.68%
Avidian Wealth Solutions, LLC 451,034$21,672,0001.57%
View complete list of ISHARES TR shareholders