Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 549 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.4%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$329,223
-15.3%
6,788
-1.4%
0.01%
-14.3%
Q2 2023$388,836
+156688.7%
6,887
+49.9%
0.01%
+40.0%
Q1 2023$248
-83.8%
4,594
-84.2%
0.01%
-88.1%
Q4 2022$1,528
-99.9%
29,063
+0.8%
0.04%
-2.3%
Q3 2022$1,361,000
-53.2%
28,845
-50.0%
0.04%
-52.7%
Q2 2022$2,910,000
-4.7%
57,686
+15.2%
0.09%
-2.2%
Q1 2022$3,052,000
+4.7%
50,065
+13.1%
0.09%
+6.9%
Q4 2021$2,915,000
+14.3%
44,266
+9.0%
0.09%
+4.8%
Q3 2021$2,550,000
-7.5%
40,623
+431.7%
0.08%
-15.3%
Q2 2021$2,758,000
-56.5%
7,640
-60.2%
0.10%
-62.3%
Q1 2021$6,343,000
-16.6%
19,200
-17.4%
0.26%
-27.8%
Q4 2020$7,604,000
+425.1%
23,234
+380.6%
0.36%
+304.5%
Q3 2020$1,448,000
+21.5%
4,834
+7.4%
0.09%
+3.5%
Q2 2020$1,192,0004,5030.09%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders