Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 259 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 84.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$515,323
-21.0%
24,342
-14.3%
0.01%
-18.2%
Q2 2023$652,181
+114117.3%
28,393
+14.0%
0.01%
-8.3%
Q1 2023$571
+55.6%
24,907
+54.1%
0.01%
+20.0%
Q4 2022$367
-99.8%
16,166
+127.6%
0.01%
+66.7%
Q1 2022$207,000
-8.0%
7,103
-3.5%
0.01%
-14.3%
Q4 2021$225,000
-0.9%
7,357
-16.2%
0.01%
-92.8%
Q4 2017$227,0008,7840.10%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 220,000$6,426,00015.22%
Wilshire Advisors LLC 526,069$15,366,0006.87%
VIEWPOINT INVESTMENT PARTNERS CORP 279,200$8,546,0006.78%
SVB Investment Services Inc. 368,543$10,765,0006.68%
Morton Brown Family Wealth, LLC 295,740$8,638,0006.53%
COOPER/HAIMS ADVISORS, LLC 260,529$7,610,0004.96%
Lester Murray Antman dba SimplyRich 403,073$11,773,0004.12%
Oakwell Private Wealth Management, LLC 260,685$7,615,0003.83%
BIVIN & ASSOCIATES, INC. 128,639$3,758,0003.43%
Boston Standard Wealth Management, LLC 406,654$11,878,000,0003.40%
View complete list of ISHARES TR shareholders