Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 436 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,349,853
+47.8%
93,689
+47.8%
0.18%
+52.5%
Q2 2023$7,002,038
+35666.7%
63,396
-64.2%
0.12%
-70.3%
Q1 2023$19,577
-67.5%
177,171
-67.7%
0.40%
-75.3%
Q4 2022$60,234
-99.9%
547,985
+3.0%
1.64%
-12.5%
Q3 2022$58,531,000
-10.0%
532,100
-9.9%
1.87%
-7.7%
Q2 2022$65,022,000
+99.7%
590,574
+99.9%
2.02%
+103.5%
Q1 2022$32,565,000
+771.0%
295,375
+772.4%
1.00%
+796.4%
Q4 2021$3,739,000
+841.8%
33,858
+841.3%
0.11%
+753.8%
Q3 2021$397,000
-90.2%
3,597
-90.1%
0.01%
-90.9%
Q2 2021$4,033,000
-23.3%
36,498
-23.3%
0.14%
-33.8%
Q1 2021$5,260,000
+1211.7%
47,599
+1213.1%
0.22%
+1036.8%
Q4 2020$401,000
-84.3%
3,625
-84.3%
0.02%
-88.0%
Q3 2020$2,556,000
-37.6%
23,091
-37.5%
0.16%
-46.4%
Q2 2020$4,094,000
-78.1%
36,965
-78.1%
0.30%
-82.9%
Q1 2020$18,718,000
+8942.5%
168,604
+8882.6%
1.73%
+10070.6%
Q4 2019$207,000
-4.6%
1,877
-4.1%
0.02%
-29.2%
Q3 2019$217,000
-24.7%
1,958
-24.8%
0.02%
-36.8%
Q2 2019$288,000
-94.2%
2,604
-94.2%
0.04%
-97.2%
Q4 2018$4,930,00044,6921.34%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders