Integrated Wealth Concepts LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 45 filers reported holding ISHARES U S ETF TR in Q1 2019. 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$1,062,450
+169620.4%
11,431
+67.4%
0.02%
+38.5%
Q1 2023$626
-99.7%
6,827
+159.9%
0.01%
-58.1%
Q2 2019$235,000
-14.2%
2,627
-10.4%
0.03%
-32.6%
Q1 2019$274,000
+2.2%
2,933
-0.7%
0.05%
-37.0%
Q4 2018$268,0002,9530.07%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2019
NameSharesValueWeighting ↓
SimpliFi, Inc. 348,056$33,312,00014.55%
Capital Advantage, Inc. 268,413$25,566,0006.13%
MIRSKY FINANCIAL MANAGEMENT CORP. 137,307$13,142,0005.42%
Richard Bernstein Advisors LLC 2,043,616$195,595,0003.77%
WJ Wealth Management, LLC 64,268$6,145,0003.67%
MBM Wealth Consultants, LLC 69,368$6,639,0002.76%
Redhawk Wealth Advisors, Inc. 68,966$6,601,0001.68%
COLLECTIVE FAMILY OFFICE LLC 38,265$3,662,0001.44%
Wealthcare Advisory Partners LLC 207,226$19,834,0001.19%
Graypoint LLC 95,721$9,161,0000.96%
View complete list of ISHARES U S ETF TR shareholders