Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 243 filers reported holding ISHARES TR in Q2 2021. 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 2021$8,967,000
-16.3%
112,006
-18.0%
0.27%
-23.5%
Q3 2021$10,715,000
+35.4%
136,589
+33.9%
0.35%
+24.6%
Q2 2021$7,916,000101,9980.28%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Diversified, LLC 275,298$21,597,00011.48%
Bernardo Wealth Planning LLC 61,673$4,838,0002.81%
JB Capital LLC 258,983$20,317,0002.63%
VIVID FINANCIAL MANAGEMENT, INC. 72,714$5,704,0002.34%
EQ LLC 37,933$2,976,0002.27%
Tri-Star Advisors Inc. 62,269$5,051,0002.22%
ONE Advisory Partners, LLC 44,894$3,522,0002.19%
Outlook Wealth Advisors, LLC 81,433$6,388,0002.09%
High Falls Advisors, Inc 94,649$7,425,0002.02%
Pettinga Financial Advisors LLC 100,663$7,897,0002.01%
View complete list of ISHARES TR shareholders