Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 114 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,196,277
-15.5%
68,907
-13.3%
0.09%
-12.4%
Q2 2023$6,151,174
+91777.1%
79,452
-15.4%
0.10%
-23.9%
Q1 2023$6,695
+11.0%
93,951
+3.3%
0.14%
-15.9%
Q4 2022$6,032
-99.9%
90,972
+6.4%
0.16%
-3.0%
Q3 2022$5,278,000
+6.5%
85,461
+14.5%
0.17%
+9.7%
Q2 2022$4,957,000
+32.5%
74,667
+58.1%
0.15%
+35.1%
Q1 2022$3,740,000
+1439.1%
47,226
+1537.5%
0.11%
+1528.6%
Q4 2021$243,0002,8840.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Ilmarinen Mutual Pension Insurance Co 26,717,889$1,773,801,00027.36%
Bank of Italy 6,282,081$417,067,00017.65%
SWISS RE LTD 409,155$27,164,0005.44%
Northland Capital Management LLC 40,427$2,684,0002.47%
RPg Family Wealth Advisory, LLC 57,774$3,836,0002.29%
55I, LLC 890,868$59,145,0001.66%
One Wealth Advisors, LLC 76,975$5,110,0001.37%
BLUESTEM FINANCIAL ADVISORS, LLC 26,891$1,785,0001.24%
Security Financial Services, INC. 57,198$3,797,0001.21%
First Ascent Asset Management, LLC 86,975$5,774,0001.09%
View complete list of ISHARES TR shareholders