Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 361 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,009,851
-18.6%
11,145
-15.5%
0.05%
-15.9%
Q2 2023$3,697,009
+119351.0%
13,192
+16.4%
0.06%
-1.6%
Q1 2023$3,095
+14.4%
11,334
+18.8%
0.06%
-13.5%
Q4 2022$2,706
-99.9%
9,539
+20.3%
0.07%
+15.6%
Q3 2022$2,006,000
+0.7%
7,930
+7.1%
0.06%
+3.2%
Q2 2022$1,992,000
+14.6%
7,407
+23.1%
0.06%
+17.0%
Q1 2022$1,738,000
+62.1%
6,018
+68.6%
0.05%
+65.6%
Q4 2021$1,072,000
+34.7%
3,570
+23.7%
0.03%
+23.1%
Q3 2021$796,000
+1.7%
2,886
+0.6%
0.03%
-7.1%
Q2 2021$783,000
+31.2%
2,868
+21.3%
0.03%
+12.0%
Q1 2021$597,000
+113.2%
2,364
+107.7%
0.02%
+92.3%
Q4 2020$280,000
+16.7%
1,138
+7.8%
0.01%
-13.3%
Q3 2020$240,0001,0560.02%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,665$13,116,0005.81%
Sowa Financial Group, Inc. 33,003$9,913,0005.80%
First Citizens Financial Corp 18,297$5,496,0004.02%
Audent Global Asset Management, LLC 30,566$9,181,0003.84%
Oakworth Capital, Inc. 77,213$23,192,0001.97%
ETFIDEA, LLC 16,208$4,868,4821.96%
HC Advisors, LLC 10,510$3,157,0001.94%
Dentgroup LLC 5,420$1,628,0001.54%
Mine & Arao Wealth Creation & Management, LLC. 8,738$2,625,0001.45%
My Personal CFO, LLC 4,950$1,487,0001.30%
View complete list of ISHARES TR shareholders