Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 128 filers reported holding ISHARES TR in Q3 2022. 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$1,744,400
-4.2%
50,329
-0.6%
0.03%0.0%
Q2 2023$1,820,864
+115731.0%
50,650
+6.5%
0.03%
-3.1%
Q1 2023$1,572
+14.8%
47,538
+6.5%
0.03%
-13.5%
Q4 2022$1,369
-99.9%
44,641
+7.5%
0.04%0.0%
Q3 2022$1,164,000
-43.2%
41,528
-39.5%
0.04%
-42.2%
Q2 2022$2,049,000
-11.0%
68,596
+6.3%
0.06%
-8.6%
Q1 2022$2,302,000
+70.0%
64,501
+87.9%
0.07%
+75.0%
Q4 2021$1,354,000
+124.5%
34,334
+105.7%
0.04%
+100.0%
Q3 2021$603,000
+79.5%
16,695
+80.4%
0.02%
+66.7%
Q2 2021$336,0009,2550.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 172,373$5,9747.37%
Optas, LLC 94,151$3,263,6311.09%
Sharkey, Howes & Javer 131,147$4,545,5550.87%
Walkner Condon Financial Advisors LLC 94,541$3,276,8730.87%
One Wealth Advisors, LLC 112,707$3,906,4250.87%
GenWealth Group, Inc. 74,750$2,590,8350.79%
VERITY Wealth Advisors 20,983$727,2710.68%
TCWP LLC 24,940$864,4120.66%
Crew Capital Management, Ltd. 16,916$586,3090.63%
SigFig Wealth Management, LLC 439,686$15,239,4770.61%
View complete list of ISHARES TR shareholders