Integrated Wealth Concepts LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 363 filers reported holding ISHARES U S ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q2 2023$204,752
-34.2%
4,118
-34.3%
0.00%
-60.0%
Q1 2022$311,000
-27.5%
6,264
-27.1%
0.01%
-23.1%
Q4 2021$429,000
-75.1%
8,591
-75.0%
0.01%
-76.8%
Q3 2021$1,726,000
-19.5%
34,417
-19.5%
0.06%
-26.3%
Q2 2021$2,145,000
+21.1%
42,755
+21.1%
0.08%
+4.1%
Q1 2021$1,771,000
-9.9%
35,296
-9.9%
0.07%
-21.5%
Q4 2020$1,965,000
-22.4%
39,166
-22.5%
0.09%
-40.4%
Q3 2020$2,533,000
-6.8%
50,552
-6.9%
0.16%
-20.0%
Q2 2020$2,717,000
+62.0%
54,324
+57.1%
0.20%
+25.8%
Q1 2020$1,677,000
+6.5%
34,575
+10.3%
0.16%
+16.5%
Q4 2019$1,575,000
+13.4%
31,343
+13.6%
0.13%
-14.7%
Q3 2019$1,389,000
+6.5%
27,594
-6.3%
0.16%
-8.8%
Q2 2019$1,304,000
-14.8%
29,448
-3.3%
0.17%
-34.0%
Q1 2019$1,530,000
-8.5%
30,455
-9.2%
0.26%
-43.1%
Q4 2018$1,673,000
-0.4%
33,556
+0.1%
0.46%
-10.3%
Q3 2018$1,679,000
+30.9%
33,510
+30.7%
0.51%
+15.8%
Q2 2018$1,283,000
+14.7%
25,640
+14.8%
0.44%
-2.4%
Q1 2018$1,119,000
+29.5%
22,329
+29.6%
0.45%
+21.4%
Q4 2017$864,00017,2340.37%
Other shareholders
ISHARES U S ETF TR shareholders Q2 2021
NameSharesValueWeighting ↓
Columbia Trust Co 01012016 491,545$24,646,00013.01%
B, B, H, & B INC. 172,156$8,632,0007.87%
TRUSTCORE FINANCIAL SERVICES, LLC 1,190,914$59,712,0005.87%
Bramshill Investments, LLC 1,231,139$61,729,0005.25%
Clearwater Capital Advisors, LLC 897,142$44,983,0005.21%
Rosenberg Matthew Hamilton 260,204$13,047,0005.15%
UBP Investment Advisors SA 253,825$12,730,0004.94%
Navis Wealth Advisors, LLC 138,599$6,949,0004.85%
Roble, Belko & Company, Inc 416,324$20,875,0004.30%
SUN LIFE FINANCIAL INC 1,409,259$70,660,0004.04%
View complete list of ISHARES U S ETF TR shareholders