Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 70 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$456,703
-17.6%
11,180
-14.1%
0.01%
-20.0%
Q2 2023$554,435
+117864.9%
13,021
+19.9%
0.01%0.0%
Q1 2023$470
-52.8%
10,863
-54.0%
0.01%
-63.0%
Q4 2022$996
-99.9%
23,592
+11.6%
0.03%
-3.6%
Q3 2022$885,000
+22.2%
21,148
+28.6%
0.03%
+21.7%
Q2 2022$724,000
-30.1%
16,451
-26.2%
0.02%
-28.1%
Q1 2022$1,036,000
+0.6%
22,291
+7.0%
0.03%
+3.2%
Q4 2021$1,030,000
+78.8%
20,837
+79.4%
0.03%
+63.2%
Q3 2021$576,000
+6.7%
11,612
+6.9%
0.02%0.0%
Q2 2021$540,00010,8660.02%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
IMPACTfolio, LLC 337,237$14,578,75612.20%
One Wealth Advisors, LLC 185,770$8,030,8371.86%
Financial Connections Group, Inc. 41,359$1,7871.27%
Sharkey, Howes & Javer 111,509$4,820,5341.03%
Leonard Rickey Investment Advisors P.L.L.C. 46,713$2,019,3850.79%
VERITY Wealth Advisors 19,320$835,2040.77%
Horst & Graben Wealth Management LLC 54,749$2,367,0000.59%
SigFig Wealth Management, LLC 184,520$7,976,7710.44%
Carr Financial Group Corp 21,537$931,0450.41%
First Ascent Asset Management, LLC 59,701$2,580,8570.38%
View complete list of ISHARES TR shareholders