Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 108 filers reported holding ISHARES TR in Q1 2021. 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 Q1 2021
NameSharesValueWeighting ↓
Tolleson Wealth Management, Inc. 2,307,962$59,66114.36%
Strategic Financial Services, Inc, 6,256,905$161,740,99412.59%
MERIDIAN MANAGEMENT CO 1,416,426$36,614,60111.94%
Coulter & Justus Financial Services, LLC 515,480$13,325,1519.69%
Clearwater Capital Advisors, LLC 1,727,204$44,648,2245.47%
Arden Trust Co 883,139$22,829,1613.80%
Stokes Family Office, LLC 1,082,220$27,975,3903.28%
Wade Financial Advisory, Inc 265,912$6,873,8172.94%
Horizon Family Wealth, Inc. 111,259$2,876,0532.78%
Thrive Wealth Management, LLC 360,985$9,331,4562.48%
View complete list of ISHARES TR shareholders