Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 251 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$324
-99.9%
9,379
+15.7%
0.01%0.0%
Q3 2022$272,000
-3.2%
8,103
-0.1%
0.01%0.0%
Q2 2022$281,000
-3.8%
8,109
+7.9%
0.01%0.0%
Q1 2022$292,000
-93.4%
7,518
-93.0%
0.01%
-93.2%
Q4 2021$4,454,000
+2.2%
108,130
+3.0%
0.13%
-7.0%
Q3 2021$4,359,000
-0.0%
105,028
+0.5%
0.14%
-7.8%
Q2 2021$4,360,000
+1.4%
104,514
+0.2%
0.15%
-12.5%
Q1 2021$4,298,000
-0.5%
104,356
-0.3%
0.18%
-13.7%
Q4 2020$4,321,000
+2.0%
104,716
-2.4%
0.20%
-21.8%
Q3 2020$4,236,000
+14.2%
107,316
+10.6%
0.26%
-2.2%
Q2 2020$3,708,000
+5.3%
97,023
-2.2%
0.27%
-17.8%
Q1 2020$3,522,000
-18.2%
99,216
-5.2%
0.32%
-10.5%
Q4 2019$4,303,000
+1.8%
104,685
+1.5%
0.36%
-23.6%
Q3 2019$4,225,000103,1780.48%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
ERTS Wealth Advisors, LLC 849,710$35,059,00011.38%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 5,036,324$207,799,00010.94%
WBI INVESTMENTS, LLC 1,749,118$72,169,00010.92%
Copperleaf Capital, LLC 94,108$3,883,0003.32%
ALLSTATE CORP 2,555,000$105,420,0003.27%
Morningstar Investment Management LLC 682,303$28,152,0003.16%
Cavalier Investments, LLC 160,000$6,602,0003.02%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 8,388,487$346,109,0002.63%
Donoghue Forlines LLC 317,827$13,114,0002.53%
Alaska Permanent Fund Corp 3,360,410$138,651,0002.51%
View complete list of ISHARES TR shareholders