Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 106 filers reported holding ISHARES TR in Q4 2020. 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
Q3 2023$26,744,459
+2878.1%
1,034,601
+2988.6%
0.47%
+3046.7%
Q2 2023$898,042
+102768.5%
33,497
+1.6%
0.02%
-16.7%
Q1 2023$873
+33.1%
32,974
+23.7%
0.02%0.0%
Q4 2022$656
-100.0%
26,650
-80.3%
0.02%
-80.2%
Q3 2022$2,834,000
+399.8%
135,323
+461.9%
0.09%
+405.6%
Q2 2022$567,000
-19.5%
24,083
-5.3%
0.02%
-18.2%
Q1 2022$704,000
-20.6%
25,437
-17.3%
0.02%
-15.4%
Q4 2021$887,000
-5.1%
30,765
-4.5%
0.03%
-13.3%
Q3 2021$935,000
-7.9%
32,223
-4.6%
0.03%
-16.7%
Q2 2021$1,015,000
-87.1%
33,775
-87.7%
0.04%
-88.8%
Q1 2021$7,854,000
-3.9%
273,581
-9.0%
0.32%
-16.6%
Q4 2020$8,169,000
-28.0%
300,549
-35.6%
0.39%
-44.9%
Q3 2020$11,348,000
+12.5%
467,000
+6.1%
0.70%
-3.6%
Q2 2020$10,085,000
-67.1%
440,024
-70.9%
0.73%
-74.4%
Q1 2020$30,667,000
-22.5%
1,513,663
+3.4%
2.83%
-15.2%
Q4 2019$39,592,000
+10.1%
1,463,655
+3.8%
3.34%
-17.4%
Q3 2019$35,962,000
+2.7%
1,410,286
+5.7%
4.04%
-11.9%
Q2 2019$35,031,000
+55.3%
1,334,018
+55.7%
4.59%
+20.2%
Q1 2019$22,560,000
+3323.4%
856,801
+2982.9%
3.82%
+2033.5%
Q4 2018$659,00027,7920.18%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 4,822,481$131,075,00011.76%
MERIDIAN MANAGEMENT CO 940,407$25,560,0008.20%
BALASA DINVERNO & FOLTZ LLC 1,979,280$53,797,0004.46%
RHS Financial, LLC 178,802$4,860,0004.17%
Wade Financial Advisory, Inc 210,132$5,711,0003.83%
Clearwater Capital Advisors, LLC 986,927$26,825,0003.56%
Callan Capital, LLC 641,191$17,428,0003.54%
Keebeck Wealth Management, LLC 481,402$13,085,0002.28%
LINCOLN CAPITAL CORP 117,227$3,186,0002.09%
Beirne Wealth Consulting Services, LLC 154,081$4,188,0002.07%
View complete list of ISHARES TR shareholders