Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

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 Q1 2022
NameSharesValueWeighting ↓
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,610,117$89,134,0009.03%
PARK AVENUE SECURITIES LLC 1,152,200$28,459,0006.31%
Relative Value Partners Group, LLC 1,206,594$29,791,0003.30%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,407,995$429,803,0003.28%
SUNTRUST BANKS INC 21,085,683$520,605,0002.91%
CADINHA & CO LLC 554,998$13,703,0002.76%
Lenox Wealth Management, Inc. 275,512$6,802,0002.19%
LVZ, Inc. 308,724$7,622,0002.07%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 410,617$10,138,0001.78%
Allegis Investment Advisors, LLC 229,454$5,665,0001.74%
View complete list of ISHARES TR shareholders