Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 648 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,875,837
-5.2%
164,394
-1.6%
0.21%
-2.8%
Q2 2023$12,529,589
+105643.9%
167,061
+0.8%
0.22%
-11.9%
Q1 2023$11,849
+4240.3%
165,700
+4038.4%
0.24%
+3385.7%
Q4 2022$273
-99.9%
4,004
-24.2%
0.01%
-36.4%
Q3 2022$333,000
-1.8%
5,282
-0.7%
0.01%0.0%
Q2 2022$339,000
+8.7%
5,320
+31.8%
0.01%
+10.0%
Q1 2022$312,000
-10.3%
4,036
-1.1%
0.01%0.0%
Q4 2021$348,000
+6.4%
4,079
-1.1%
0.01%
-9.1%
Q3 2021$327,000
-0.9%
4,126
+1.2%
0.01%
-8.3%
Q2 2021$330,000
+15.4%
4,077
+11.8%
0.01%0.0%
Q1 2021$286,000
-43.7%
3,647
+71.1%
0.01%
-72.1%
Q4 2019$508,000
+9.0%
2,132
+2.4%
0.04%
-17.3%
Q3 2019$466,000
+0.2%
2,082
+1.2%
0.05%
-14.8%
Q2 2019$465,000
-2.5%
2,057
-5.4%
0.06%
-24.7%
Q1 2019$477,000
+21.4%
2,175
+5.8%
0.08%
-24.3%
Q4 2018$393,000
-20.1%
2,056
-3.4%
0.11%
-28.2%
Q3 2018$492,000
+18.3%
2,128
+15.1%
0.15%
+4.9%
Q2 2018$416,000
-11.3%
1,849
-16.0%
0.14%
-24.5%
Q1 2018$469,000
+8.8%
2,201
+13.5%
0.19%
+2.2%
Q4 2017$431,0001,9400.18%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders