Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 499 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,405,822
-69.0%
63,785
-67.8%
0.02%
-67.9%
Q2 2023$4,542,165
+97939.4%
198,347
+0.1%
0.08%
-17.9%
Q1 2023$4,633
+152.6%
198,178
+145.5%
0.10%
+90.0%
Q4 2022$1,834
-100.0%
80,740
-68.4%
0.05%
-73.1%
Q3 2022$5,815,000
+58.6%
255,495
+66.6%
0.19%
+63.2%
Q2 2022$3,666,000
-24.0%
153,368
-20.8%
0.11%
-22.4%
Q1 2022$4,822,000
+11.4%
193,564
+19.3%
0.15%
+14.0%
Q4 2021$4,327,000
-41.9%
162,185
-42.2%
0.13%
-46.7%
Q3 2021$7,442,000
-3.5%
280,514
-3.3%
0.24%
-11.4%
Q2 2021$7,715,000
+8.2%
290,021
+6.5%
0.27%
-6.8%
Q1 2021$7,131,000
+1.9%
272,270
+5.9%
0.29%
-11.5%
Q4 2020$7,001,000
+10.1%
257,015
+13.0%
0.33%
-15.6%
Q3 2020$6,358,000
-17.0%
227,494
-16.9%
0.39%
-28.9%
Q2 2020$7,659,000
+15.6%
273,620
+15.7%
0.55%
-10.0%
Q1 2020$6,626,000
+58.1%
236,571
+46.5%
0.61%
+72.9%
Q4 2019$4,190,000
+90.4%
161,522
+93.2%
0.35%
+42.7%
Q3 2019$2,201,000
+9.0%
83,612
+7.0%
0.25%
-6.1%
Q2 2019$2,019,000
+115.7%
78,154
+110.8%
0.26%
+67.1%
Q1 2019$936,000
+341.5%
37,078
+330.1%
0.16%
+172.4%
Q4 2018$212,0008,6200.06%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders