Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 424 filers reported holding ISHARES TR in Q1 2022. 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$1,245,851
-8.0%
13,847
-4.3%
0.02%
-4.3%
Q2 2023$1,354,821
+104358.1%
14,468
-2.1%
0.02%
-14.8%
Q1 2023$1,297
+5.4%
14,775
-1.2%
0.03%
-18.2%
Q4 2022$1,231
-99.9%
14,950
+2.4%
0.03%
-5.7%
Q3 2022$1,109,000
+223.3%
14,604
+243.9%
0.04%
+218.2%
Q2 2022$343,000
-0.6%
4,246
+19.1%
0.01%0.0%
Q1 2022$345,000
+9.5%
3,566
+20.4%
0.01%
+22.2%
Q4 2021$315,000
+11.7%
2,963
+0.8%
0.01%0.0%
Q3 2021$282,000
+3.7%
2,940
+58.9%
0.01%
-47.1%
Q3 2020$272,000
+17.7%
1,850
+7.1%
0.02%0.0%
Q2 2020$231,0001,7280.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Divergent Planning, LLC 120,469$12,787,0009.36%
SPINNAKER TRUST 1,061,737$112,810,0007.23%
Roof Eidam Maycock Peralta, LLC 165,837$17,620,0005.95%
WIN ADVISORS, INC 243,769$25,900,0005.93%
Prostatis Group LLC 88,294$9,381,2535.75%
Varma Mutual Pension Insurance Co 3,079,816$327,230,0004.76%
Tradewinds Capital Management, LLC 275,317$29,252,0004.48%
WJ Wealth Management, LLC 48,627$5,164,0003.09%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 50,209$5,335,0002.99%
Stewardship Advisors, LLC 75,584$8,031,0002.89%
View complete list of ISHARES TR shareholders