Integrated Wealth Concepts LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is MEAR and the CUSIP is 46431W838. A total of 53 filers reported holding ISHARES U S ETF TR in Q4 2018. 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
Q2 2024$35,269,960
-39.9%
703,289
-39.9%
0.48%
-43.3%
Q1 2024$58,679,697
-0.7%
1,170,785
-0.9%
0.85%
-12.2%
Q4 2023$59,064,787
-4.5%
1,181,532
-4.8%
0.97%
-11.3%
Q3 2023$61,820,961
+1013.8%
1,241,135
+1015.5%
1.09%
+1048.4%
Q2 2023$5,550,696
+152517.4%
111,259
+52.8%
0.10%
+26.7%
Q1 2023$3,637
-90.8%
72,806
-90.9%
0.08%
-93.0%
Q4 2022$39,652
-99.9%
797,502
+7.2%
1.08%
-8.7%
Q3 2022$36,925,000
+4.7%
743,780
+4.8%
1.18%
+7.4%
Q2 2022$35,281,000
+1.6%
709,597
+1.7%
1.10%
+3.6%
Q1 2022$34,718,000
+3494.0%
697,705
+3518.8%
1.06%
+3558.6%
Q4 2021$966,000
-57.0%
19,280
-57.0%
0.03%
-60.3%
Q3 2021$2,248,000
+463.4%
44,822
+463.9%
0.07%
+421.4%
Q2 2021$399,000
-12.3%
7,949
-12.3%
0.01%
-26.3%
Q1 2021$455,000
-1.7%
9,062
-1.6%
0.02%
-13.6%
Q4 2020$463,000
-2.3%
9,208
-2.6%
0.02%
-24.1%
Q3 2020$474,000
+0.9%
9,452
+0.8%
0.03%
-14.7%
Q2 2020$470,000
+63.2%
9,376
+62.4%
0.03%
-56.4%
Q4 2018$288,0005,7750.08%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2018
NameSharesValueWeighting ↓
Pacific Edge Advisors, LLC 51,450$2,582,0001.49%
Elmwood Wealth Management, Inc. 31,335$1,571,0001.27%
Requisite Capital Management, LLC 70,457$3,536,0001.24%
Stratos Wealth Partners, LTD. 460,432$23,109,0000.76%
Kathmere Capital Management, LLC 51,492$2,584,0000.64%
TOBIAS FINANCIAL ADVISORS, INC. 20,454$1,027,0000.56%
Graypoint LLC 49,476$2,483,0000.48%
Berman Capital Advisors, LLC 31,202$1,566,0000.44%
Avestar Capital, LLC 26,000$1,305,0000.43%
CLIENT 1ST ADVISORY GROUP, LLC 11,922$598,0000.42%
View complete list of ISHARES U S ETF TR shareholders