Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is IEUR and the CUSIP is 46434V738. A total of 181 filers reported holding ISHARES TR in Q1 2019. 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
Q1 2024$204,867
+100325.0%
3,541
-17.5%
0.00%
-50.0%
Q4 2022$204
-99.9%
4,294
+8.1%
0.01%0.0%
Q1 2022$212,000
-7.8%
3,971
+0.4%
0.01%
-14.3%
Q4 2021$230,000
-2.5%
3,957
-6.0%
0.01%
-12.5%
Q3 2021$236,000
+4.4%
4,209
+6.6%
0.01%0.0%
Q2 2021$226,000
-7.4%
3,949
-12.8%
0.01%
-20.0%
Q1 2021$244,000
-10.0%
4,528
-14.2%
0.01%
-23.1%
Q4 2020$271,000
+16.8%
5,278
+1.6%
0.01%
-7.1%
Q3 2020$232,000
+13.2%
5,196
+8.5%
0.01%
-6.7%
Q2 2020$205,000
-10.5%
4,788
+4.5%
0.02%
-21.1%
Q4 2019$229,000
-6.1%
4,583
-14.1%
0.02%
-29.6%
Q3 2019$244,000
+9.4%
5,333
+11.2%
0.03%
-6.9%
Q2 2019$223,000
-25.2%
4,795
-26.3%
0.03%
-42.0%
Q1 2019$298,000
+26.8%
6,504
+14.5%
0.05%
-21.9%
Q4 2018$235,000
+8.8%
5,681
+26.3%
0.06%
-1.5%
Q3 2018$216,000
+3.3%
4,499
+1.9%
0.06%
-8.5%
Q2 2018$209,0004,4170.07%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Israel Discount Bank of New York 205,534$11,308,4808.86%
Elm Partners Management LLC 1,007,373$55,425,6795.04%
Palisades Hudson Asset Management, L.P. 188,672$10,3815.04%
GenTrust, LLC 1,116,328$61,420,3464.06%
Blue Edge Capital, LLC 381,475$20,988,7553.96%
Altman Advisors, Inc. 137,018$7,538,7303.95%
Consilium Wealth Advisory, LLC 105,057$5,780,2563.48%
SYNTAX RESEARCH, INC. 75,084$4,131,1093.46%
FIRST INTERSTATE BANK 725,192$39,900,0642.96%
Integris Wealth Management, LLC 160,889$8,852,1132.62%
View complete list of ISHARES TR shareholders