Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 336 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.96 and the average weighting 0.3%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$24,696,592
+2208.4%
558,493
+2181.2%
0.44%
+2322.2%
Q2 2023$1,069,872
+94578.9%
24,482
-14.7%
0.02%
-21.7%
Q1 2023$1,130
-65.1%
28,705
-63.0%
0.02%
-73.9%
Q4 2022$3,242
-100.0%
77,665
-90.1%
0.09%
-91.4%
Q3 2022$31,902,000
+3132.2%
782,288
+3018.9%
1.02%
+3187.1%
Q2 2022$987,000
-37.0%
25,082
-28.6%
0.03%
-35.4%
Q1 2022$1,566,000
+24.8%
35,141
+28.4%
0.05%
+29.7%
Q4 2021$1,255,000
-96.7%
27,370
-96.5%
0.04%
-97.0%
Q3 2021$38,112,000
+3305.9%
782,739
+2994.7%
1.24%
+3000.0%
Q2 2021$1,119,000
-97.3%
25,293
-97.4%
0.04%
-97.7%
Q1 2021$41,492,000
+52.6%
983,681
+45.5%
1.70%
+32.4%
Q4 2020$27,194,000
+10.5%
676,134
-7.0%
1.29%
-15.3%
Q3 2020$24,621,000
+11298.6%
727,152
+9650.0%
1.52%
+9387.5%
Q2 2020$216,000
-21.5%
7,458
-4.8%
0.02%
-30.4%
Q4 2019$275,000
-10.4%
7,835
-14.2%
0.02%
-34.3%
Q3 2019$307,000
-19.6%
9,132
-15.6%
0.04%
-30.0%
Q2 2019$382,000
-94.8%
10,819
-94.8%
0.05%
-96.0%
Q1 2019$7,378,000
+2002.0%
209,316
+1889.5%
1.25%
+1214.7%
Q4 2018$351,000
+0.6%
10,521
-2.3%
0.10%
-9.5%
Q3 2018$349,000
+7.1%
10,768
+9.2%
0.10%
-5.4%
Q2 2018$326,000
+1.2%
9,861
+3.7%
0.11%
-14.0%
Q1 2018$322,000
+2.5%
9,511
+12.0%
0.13%
-3.7%
Q4 2017$314,0008,4950.13%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Euclidean Capital LLC 1,200,144$47,237,66841.45%
Virtus Fund Advisers, LLC 40,789$1,702,53311.95%
Glovista Investments LLC 497,207$19,532,62811.87%
Rice Partnership, LLC 482,909$19,007,2985.70%
Meditor Group Ltd 171,200$6,738,4325.37%
Oaktree Fund Advisors, LLC 125,900$4,955,4244.68%
CIGNA INVESTMENTS INC /NEW 416,316$16,3863.26%
Qtron Investments LLC 298,726$11,757,8552.42%
Phoenix Holdings Ltd. 1,758,500$69,214,5601.55%
State of Tennessee, Treasury Department 8,432,698$331,910,9931.47%
View complete list of ISHARES TR shareholders