Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 76 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q1 2022
NameSharesValueWeighting ↓
Trinity Wealth Management, LLC 93,557$11,947,0009.04%
MA Private Wealth 63,983$8,171,0001.60%
G&S Capital LLC 9,096$1,162,0000.64%
Anfield Capital Management, LLC 13,954$1,782,0000.56%
CLIENT 1ST ADVISORY GROUP, LLC 8,207$1,048,0000.54%
Van Hulzen Asset Management, LLC 27,677$3,534,0000.53%
Strategic Asset Management, LLC 1,756$229,0000.32%
Strategic Blueprint, LLC 15,563$1,987,0000.31%
BCGM Wealth Management, LLC 3,757$508,0000.28%
HawsGoodwin Investment Management LLC 6,068$775,0000.24%
View complete list of ISHARES TR shareholders