Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 341 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 2.81 and the average weighting 1.0%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,514,008
-2.4%
25,238
+1.9%
0.03%0.0%
Q2 2023$1,550,949
+161457.2%
24,768
+59.9%
0.03%
+35.0%
Q1 2023$960
-63.7%
15,491
-66.1%
0.02%
-72.2%
Q4 2022$2,648
-99.9%
45,750
+11.7%
0.07%
+7.5%
Q3 2022$2,085,000
+24.7%
40,950
+39.7%
0.07%
+28.8%
Q2 2022$1,672,000
+83.9%
29,320
+114.9%
0.05%
+85.7%
Q1 2022$909,000
-20.6%
13,646
-15.4%
0.03%
-17.6%
Q4 2021$1,145,000
-35.5%
16,138
-35.5%
0.03%
-41.4%
Q3 2021$1,776,000
+11.8%
25,011
+15.4%
0.06%
+3.6%
Q2 2021$1,588,000
+3.1%
21,671
-1.1%
0.06%
-11.1%
Q1 2021$1,540,000
+13.2%
21,916
+8.3%
0.06%
-1.6%
Q4 2020$1,360,000
+18.7%
20,243
+3.1%
0.06%
-9.9%
Q3 2020$1,146,000
+16.0%
19,642
+8.4%
0.07%0.0%
Q2 2020$988,000
-9.4%
18,124
-21.8%
0.07%
-29.7%
Q1 2020$1,090,000
-7.6%
23,190
+21.7%
0.10%
+1.0%
Q4 2019$1,180,000
+10.6%
19,062
+3.2%
0.10%
-16.7%
Q3 2019$1,067,000
+49.6%
18,468
-0.5%
0.12%
+29.0%
Q2 2019$713,000
+30.6%
18,568
+97.5%
0.09%
+1.1%
Q1 2019$546,0009,4030.09%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,037,369$492,717,00031.27%
AlphaCore Capital LLC 482,836$26,324,00026.24%
New England Professional Planning Group Inc. 567,923$33,110,00025.57%
Brightworth 2,436,841$132,857,00018.47%
Tanglewood Wealth Management, Inc. 966,639$52,701,00014.91%
ESL Trust Services, LLC 592,240$32,289,00014.64%
KEMPER Corp 1,135,946$61,932,00013.15%
AGILIS PARTNERS LLC 379,815$20,708,00012.13%
Corrigan Financial, Inc. 357,889$19,512,08110.49%
CAHABA WEALTH MANAGEMENT, INC. 846,844$49,472,00010.21%
View complete list of ISHARES TR shareholders