Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is IEUR and the CUSIP is 46434V738. A total of 268 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
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 Q4 2021
NameSharesValueWeighting ↓
Israel Discount Bank of New York 218,785$10,864,8649.02%
Palisades Hudson Asset Management, L.P. 170,410$8,4634.63%
GenTrust, LLC 1,214,431$60,308,6284.24%
Blue Edge Capital, LLC 380,707$18,905,9103.96%
FIRST INTERSTATE BANK 892,222$44,307,7453.82%
AIA Group Ltd 1,467,300$72,866,1183.56%
Elm Partners Management LLC 648,175$32,188,3813.33%
SYNTAX RESEARCH, INC. 75,952$3,771,7783.06%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 641,647$20,668,2522.83%
Consilium Wealth Advisory, LLC 80,614$4,003,2882.80%
View complete list of ISHARES TR shareholders