Integrated Wealth Concepts LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is CMDY and the CUSIP is 46431W598. A total of 66 filers reported holding ISHARES U S ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q4 2022$3,875
-99.6%
71,090
+258.6%
0.10%
+200.0%
Q3 2022$1,091,000
+145.2%
19,823
+159.7%
0.04%
+150.0%
Q2 2022$445,000
-40.6%
7,634
-37.5%
0.01%
-39.1%
Q1 2022$749,000
-48.5%
12,206
-58.5%
0.02%
-46.5%
Q4 2021$1,454,000
+44.2%
29,391
+70.3%
0.04%
+30.3%
Q3 2021$1,008,00017,2600.03%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2022
NameSharesValueWeighting ↓
Octavia Wealth Advisors, LLC 264,934$13,649,4003.07%
Horizons Wealth Management 76,965$3,965,2612.91%
Alaska Permanent Capital Management 609,146$31,383,2022.88%
Smith Anglin Financial, LLC 368,648$18,992,7412.83%
Intrepid Financial Planning Group LLC 83,655$4,309,9062.17%
Ameliora Wealth Management Ltd. 48,524$2,499,9561.46%
Disciplina Capital Management LLC 101,356$5,221,8611.29%
SageView Advisory Group, LLC 284,031$14,633,2540.93%
Evergreen Wealth Solutions, LLC 7,625$3930.46%
FIRST NATIONAL CORP /MA/ /ADV 23,983$1,235,5880.29%
View complete list of ISHARES U S ETF TR shareholders