Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 8.66 and the average weighting 0.6%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,465,426
-1.7%
48,605
+0.8%
0.03%0.0%
Q2 2023$1,491,167
+103453.3%
48,211
+4.5%
0.03%
-13.3%
Q1 2023$1,440
+147.0%
46,130
+141.4%
0.03%
+87.5%
Q4 2022$583
-99.9%
19,107
-15.6%
0.02%
-30.4%
Q3 2022$717,000
-4.0%
22,638
-0.3%
0.02%0.0%
Q2 2022$747,000
-25.8%
22,714
-17.9%
0.02%
-25.8%
Q1 2022$1,007,000
-95.6%
27,654
-95.2%
0.03%
-95.4%
Q4 2021$22,703,000
+6.7%
575,777
+5.0%
0.68%
-2.6%
Q3 2021$21,285,000
+3.5%
548,447
+4.9%
0.69%
-4.8%
Q2 2021$20,558,000
+3481.5%
522,643
+3399.0%
0.73%
+2933.3%
Q1 2021$574,000
+51.5%
14,937
+51.9%
0.02%
+33.3%
Q4 2020$379,000
+12.5%
9,836
+6.5%
0.02%
-14.3%
Q3 2020$337,000
+20.4%
9,234
+14.4%
0.02%
+5.0%
Q2 2020$280,000
+1.1%
8,070
+9.5%
0.02%
-13.0%
Q4 2019$277,000
-25.1%
7,370
-25.2%
0.02%
-45.2%
Q3 2019$370,000
+12.5%
9,857
-38.6%
0.04%
-2.3%
Q2 2019$329,000
+9.3%
16,041
+94.8%
0.04%
-15.7%
Q1 2019$301,000
-11.7%
8,234
-17.5%
0.05%
-45.2%
Q4 2018$341,000
-15.8%
9,976
-9.6%
0.09%
-23.8%
Q3 2018$405,000
-19.0%
11,035
-16.4%
0.12%
-28.7%
Q2 2018$500,000
+18.2%
13,194
+16.2%
0.17%
+0.6%
Q1 2018$423,000
+306.7%
11,358
+7.0%
0.17%
+286.4%
Q4 2017$104,00010,6130.04%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$139,24146.33%
Edge Wealth Management LLC 1,561,843$48,674,84611.16%
Family Investment Center, Inc. 516,285$16,118,42911.07%
Sowa Financial Group, Inc. 306,547$9,5706.85%
RS CRUM INC. 511,422$15,966,5906.13%
Quaker Wealth Management, LLC 407,028$12,707,4205.93%
Insight Wealth Strategies, LLC 836,725$26,122,5455.12%
TRUE Private Wealth Advisors 978,197$30,539,3254.52%
SP Asset Management LLC 1,120,186$34,972,2204.29%
Golden Green, Inc. 114,172$3,564,4504.18%
View complete list of ISHARES TR shareholders