Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 141 filers reported holding ISHARES TR in Q2 2021. 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$251,036
+0.8%
1,346
+8.3%
0.00%0.0%
Q2 2023$248,954
+100284.7%
1,243
+0.1%
0.00%
-20.0%
Q1 2023$248
+5.5%
1,242
+7.3%
0.01%
-16.7%
Q4 2022$235
-99.9%
1,157
+0.1%
0.01%
-14.3%
Q3 2022$208,000
-3.7%
1,156
+4.5%
0.01%0.0%
Q2 2022$216,000
-4.4%
1,106
-1.9%
0.01%0.0%
Q1 2022$226,0000.0%1,1270.0%0.01%0.0%
Q4 2021$226,000
+5.6%
1,127
-5.5%
0.01%0.0%
Q3 2021$214,000
-2.3%
1,1920.0%0.01%
-12.5%
Q2 2021$219,0001,1920.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
New Millennium Group LLC 26,255$5,261,0003.78%
First Citizens Financial Corp 13,342$2,673,0002.01%
Fernwood Investment Management, LLC 28,439$5,699,0002.00%
Fulcrum Equity Management 13,623$2,730,0001.62%
Wealthstar Advisors, LLC 20,605$4,122,0001.53%
CAPITAL MANAGEMENT ASSOCIATES /NY/ 6,400$1,282,0001.38%
CMC Financial Group 5,300$1,086,0001.21%
PENOBSCOT WEALTH MANAGEMENT 6,159$1,234,0001.11%
Aurora Private Wealth, Inc. 12,455$2,496,0001.03%
Stonebridge Financial Planning Group, LLC 7,328$1,468,0000.82%
View complete list of ISHARES TR shareholders