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 ↓
Quantitative Advantage, LLC 288,677$27,069,0006.61%
VIVID FINANCIAL MANAGEMENT, INC. 49,641$4,655,0002.86%
CLIENT 1ST ADVISORY GROUP, LLC 36,439$3,764,0002.64%
Cooper Financial Group 78,396$7,351,0002.12%
MA Private Wealth 60,011$5,627,0001.33%
Horst & Graben Wealth Management LLC 33,345$3,127,0001.21%
Strategic Blueprint, LLC 39,700$3,723,0001.15%
Anfield Capital Management, LLC 16,156$1,515,0000.87%
Austin Private Wealth, LLC 24,515$2,299,0000.86%
Smart Money Group LLC 20,113$1,886,0000.81%
View complete list of ISHARES TR shareholders