Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 888 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.80 and the average weighting 0.2%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,051,949
+2.3%
8,602
+6.2%
0.02%
+5.6%
Q2 2023$1,028,370
+106136.6%
8,100
+8.1%
0.02%
-10.0%
Q1 2023$968
+52.2%
7,494
+54.6%
0.02%
+17.6%
Q4 2022$636
-100.0%
4,846
-79.2%
0.02%
-80.5%
Q3 2022$2,727,000
+292.4%
23,315
+294.8%
0.09%
+295.5%
Q2 2022$695,000
-13.8%
5,905
-4.6%
0.02%
-12.0%
Q1 2022$806,000
-27.2%
6,189
-14.7%
0.02%
-24.2%
Q4 2021$1,107,000
+31.9%
7,256
+39.9%
0.03%
+22.2%
Q3 2021$839,000
+7.0%
5,187
+8.3%
0.03%
-3.6%
Q2 2021$784,000
+11.5%
4,788
+2.5%
0.03%
-3.4%
Q1 2021$703,000
+8.5%
4,670
+9.1%
0.03%
-6.5%
Q4 2020$648,000
-37.8%
4,280
-44.4%
0.03%
-51.6%
Q3 2020$1,042,000
+36.9%
7,697
+38.3%
0.06%
+16.4%
Q2 2020$761,000
+179.8%
5,567
+120.6%
0.06%
+120.0%
Q1 2020$272,000
-51.0%
2,524
-45.2%
0.02%
-46.8%
Q4 2019$555,0004,6060.05%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Atom Investors LP 78,501$10,139,1895.52%
Bronte Capital Management Pty Ltd. 302,076$39,016,1364.53%
Michelson Medical Research Foundation, Inc. 43,395$5,604,8984.40%
Hackensack Meridian Health, Inc. 228,000$29,448,4804.26%
DAFNA Capital Management LLC 102,500$13,238,9003.97%
Richmond Brothers, Inc. 16,724$2,159,8563.64%
Alpha Family Trust 34,549$4,462,3493.53%
HANSEATIC MANAGEMENT SERVICES INC 11,897$1,5373.46%
PURSUE WEALTH PARTNERS LLC 37,789$4,880,8273.33%
Rye Brook Capital LLC 40,100$5,1793.17%
View complete list of ISHARES TR shareholders