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 362 filers reported holding ISHARES U S ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q4 2021
NameSharesValueWeighting ↓
Bramshill Investments, LLC 2,124,958$105,334,00014.59%
Columbia Trust Co 01012016 511,929$25,351,00011.87%
Enstar Group LTD 915,711$45,392,00010.36%
Clearwater Capital Advisors, LLC 1,243,146$61,623,0007.06%
B, B, H, & B INC. 148,603$7,366,0006.94%
Navis Wealth Advisors, LLC 133,890$6,637,0005.88%
TRUSTCORE FINANCIAL SERVICES, LLC 1,354,860$67,160,0005.80%
Syverson Strege & Co 79,946$3,963,0004.31%
Rosenberg Matthew Hamilton 225,928$11,199,0003.92%
Roble, Belko & Company, Inc 407,622$20,206,0003.84%
View complete list of ISHARES U S ETF TR shareholders