Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 529 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,069,750
-5.0%
47,068
-1.7%
0.05%
-1.8%
Q2 2023$3,231,398
+94829.4%
47,872
-4.8%
0.06%
-21.4%
Q1 2023$3,404
+21.2%
50,312
+13.9%
0.07%
-7.9%
Q4 2022$2,808
-99.9%
44,157
-43.5%
0.08%
-46.5%
Q3 2022$4,453,000
-13.5%
78,111
-3.9%
0.14%
-11.2%
Q2 2022$5,148,000
-16.6%
81,312
-4.9%
0.16%
-15.3%
Q1 2022$6,169,000
-3.5%
85,515
+2.7%
0.19%
-0.5%
Q4 2021$6,393,000
+0.8%
83,276
-1.1%
0.19%
-7.8%
Q3 2021$6,342,000
-2.3%
84,185
-2.1%
0.21%
-10.4%
Q2 2021$6,494,000
+107.3%
85,971
+100.3%
0.23%
+78.3%
Q1 2021$3,133,000
-3.1%
42,923
-2.6%
0.13%
-15.7%
Q4 2020$3,234,000
-12.5%
44,059
-18.8%
0.15%
-32.9%
Q3 2020$3,698,000
-6.9%
54,273
-9.7%
0.23%
-20.3%
Q2 2020$3,973,000
+2.0%
60,135
-4.3%
0.29%
-20.6%
Q1 2020$3,897,000
+12.2%
62,810
+34.8%
0.36%
+22.9%
Q4 2019$3,474,000
+126.5%
46,612
+122.6%
0.29%
+69.4%
Q3 2019$1,534,000
+25.6%
20,938
+24.3%
0.17%
+8.1%
Q2 2019$1,221,000
+27.5%
16,843
+26.6%
0.16%
-1.2%
Q1 2019$958,000
+145.0%
13,302
+127.0%
0.16%
+52.8%
Q4 2018$391,0005,8590.11%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Shelter Ins Retirement Plan 816,500$59,613,00030.48%
O'Brien Wealth Partners LLC 728,769$54,038,00017.90%
Financial Advisors, LLC 484,535$35,366,00014.11%
Burt Wealth Advisors 488,964$35,690,00013.15%
Peterson Wealth Advisors, LLC 363,847$26,557,00010.81%
Personal Wealth Partners 257,321$18,782,0008.48%
Verde Capital Management 240,159$17,531,0007.72%
Monterey Private Wealth, Inc. 181,967$13,602,0007.49%
JANICZEK WEALTH MANAGEMENT, LLC 231,002$16,861,0006.72%
MIRSKY FINANCIAL MANAGEMENT CORP. 192,545$14,054,0006.52%
View complete list of ISHARES TR shareholders