Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 224 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 1.0%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,768,047
+21.0%
30,337
+26.9%
0.03%
+24.0%
Q2 2023$1,461,140
+141483.3%
23,906
+40.1%
0.02%
+19.0%
Q1 2023$1,032
-74.5%
17,068
-76.4%
0.02%
-80.9%
Q4 2022$4,047
-99.9%
72,299
+14.4%
0.11%
+12.2%
Q3 2022$3,054,000
+37.2%
63,212
+52.6%
0.10%
+42.0%
Q2 2022$2,226,000
+885.0%
41,423
+1138.0%
0.07%
+885.7%
Q4 2021$226,000
+1.3%
3,346
+0.3%
0.01%0.0%
Q3 2021$223,0003,3370.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Bank of Finland 8,471,570$539,046,00033.11%
TFC Financial Management, Inc. 1,072,650$68,253,00019.47%
WIPFLI FINANCIAL ADVISORS LLC, 2,579,866$164,156,891,00016.57%
AAF Wealth Management, LLC 271,414$17,350,00011.40%
Heritage Financial Services, LLC 185,121$11,779,0007.70%
Trust Co 572,922$36,455,0007.11%
Global Strategic Investment Solutions, LLC 1,634,141$103,980,0006.50%
Capital Asset Advisory Services LLC 845,952$53,828,0005.73%
MCF Advisors LLC 941,651$59,917,0005.63%
ARROW FINANCIAL CORP 648,259$41,249,0004.94%
View complete list of ISHARES TR shareholders