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 86 filers reported holding ISHARES U S ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
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 Q2 2021
NameSharesValueWeighting ↓
Rockwood Wealth Management, LLC 687,536$34,246,1575.75%
Resonant Capital Advisors, LLC 573,614$28,571,7133.05%
Smart Money Group LLC 108,711$5,414,8952.57%
Obsidian Personal Planning Solutions LLC 54,029$2,691,1842.30%
Ullmann Wealth Partners Group, LLC 220,575$10,986,8472.05%
KM Capital Management Ltd. 54,962$2,737,6571.87%
Kathmere Capital Management, LLC 210,849$10,502,3891.56%
Elmwood Wealth Management, Inc. 61,835$3,080,0021.49%
Foster Group, Inc. 459,153$22,870,4241.40%
Syverson Strege & Co 54,036$2,691,5491.20%
View complete list of ISHARES U S ETF TR shareholders