Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 619 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.05 and the average weighting 1.2%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16,102,181
-34.9%
166,139
-34.5%
0.28%
-33.0%
Q2 2023$24,747,716
+322303.8%
253,563
+227.8%
0.42%
+168.4%
Q1 2023$7,676
+83.9%
77,351
+79.7%
0.16%
+39.8%
Q4 2022$4,173
-99.9%
43,040
+27.6%
0.11%
+8.7%
Q3 2022$3,241,000
-4.4%
33,718
+0.9%
0.10%
-1.9%
Q2 2022$3,389,000
-26.7%
33,412
-24.1%
0.11%
-24.8%
Q1 2022$4,621,000
-0.5%
44,034
+0.4%
0.14%
+2.2%
Q4 2021$4,644,000
+10.4%
43,863
+10.1%
0.14%
+0.7%
Q3 2021$4,208,000
+176.7%
39,834
+178.5%
0.14%
+153.7%
Q2 2021$1,521,000
+18.0%
14,305
+17.3%
0.05%
+1.9%
Q1 2021$1,289,00012,1910.05%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 76,913$8,124,0009.32%
ALTFEST L J & CO INC 409,587$43,265,0009.06%
SCHRODERS IS Ltd 277,800$29,344,0008.92%
3EDGE Asset Management, LP 1,063,785$112,368,0008.86%
KEATING INVESTMENT COUNSELORS INC 167,985$17,744,0008.30%
KEYSTONE WEALTH PARTNERS 139,383$14,723,0008.12%
Deane Retirement Strategies, Inc. 131,822$13,924,0007.79%
LWS Wealth Advisors, Inc. 166,127$17,548,0007.69%
First Command Bank 409,117$43,215,0007.42%
First Command Financial Services, Inc. 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders