Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 80 filers reported holding ISHARES 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 TR
ValueSharesWeighting
Q4 2021$206,000
-3.7%
1,504
-9.0%
0.01%
-25.0%
Q2 2021$214,000
-4.5%
1,652
-11.3%
0.01%
-11.1%
Q1 2021$224,000
-7.1%
1,862
-14.1%
0.01%
-18.2%
Q4 2020$241,000
-8.4%
2,167
-22.8%
0.01%
-31.2%
Q3 2020$263,000
-9.3%
2,808
-15.1%
0.02%
-23.8%
Q2 2020$290,000
-97.1%
3,309
-97.6%
0.02%
-97.7%
Q1 2020$9,906,000
+453.4%
138,778
+655.3%
0.92%
+506.0%
Q4 2019$1,790,00018,3740.15%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Trinity Wealth Management, LLC 107,041$12,564,4337.79%
G&S Capital LLC 8,876$1,041,8920.53%
CLIENT 1ST ADVISORY GROUP, LLC 3,971$466,1160.25%
BCGM Wealth Management, LLC 3,187$374,0700.17%
TKG Advisors, LLC 2,021$237,2240.16%
Bison Wealth, LLC 5,055$593,3220.12%
MA Private Wealth 3,218$377,7520.09%
Keystone Financial Group 4,382$514,3580.09%
Wharton Business Group, LLC 12,810$1,5040.08%
Cypress Wealth Services, LLC 1,903$223,3630.06%
View complete list of ISHARES TR shareholders