Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 936 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 3.31 and the average weighting 0.5%.

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 Q3 2022
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 6,460,000$235,273,00071.50%
DOW CHEMICAL CO /DE/ 1,280,000$46,618,00032.84%
RS CRUM INC. 650,387$23,687,00013.40%
Edge Wealth Management LLC 1,693,830$61,689,00012.15%
Quaker Wealth Management, LLC 498,091$18,140,0007.87%
Sowa Financial Group, Inc. 308,085$11,220,0006.73%
Summit Financial Wealth Advisors, LLC 826,654$30,107,0006.08%
FirstPurpose Wealth LLC 206,397$7,517,0005.86%
SP Asset Management 1,479,607$53,887,0005.80%
Moser Wealth Advisors, LLC 233,820$8,516,0005.32%
View complete list of ISHARES TR shareholders