Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 149 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.21 and the average weighting 0.6%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,191,675
+265.2%
25,279
+299.4%
0.02%
+250.0%
Q2 2023$326,331
-84.3%
6,330
-81.3%
0.01%
-90.5%
Q1 2022$2,076,000
-13.1%
33,800
-1.6%
0.06%
-11.3%
Q4 2021$2,389,000
+3.1%
34,345
+2.6%
0.07%
-5.3%
Q3 2021$2,318,000
-57.3%
33,461
-56.7%
0.08%
-60.9%
Q2 2021$5,430,000
+38.8%
77,345
+31.8%
0.19%
+19.3%
Q1 2021$3,913,000
-86.1%
58,687
-84.8%
0.16%
-87.9%
Q4 2020$28,180,000385,9211.33%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Kemper Corp Master Retirement Trust 720,506$44,253,00021.91%
Allianz Investment Management U.S. LLC 1,470,000$90,302,0007.22%
NYL Investors LLC 755,000$46,372,0006.38%
Fund Evaluation Group, LLC 4,064$73,396,0005.08%
AGILIS PARTNERS LLC 159,101$9,772,0004.88%
Mid-American Wealth Advisory Group, Inc. 77,048$4,732,0003.70%
Carolina Wealth Advisors, LLC 63,397$3,894,0002.46%
PRUDENTIAL PLC 1,884,761$115,762,0001.67%
Copperleaf Capital, LLC 29,061$1,785,0001.58%
ShoreHaven Wealth Partners, LLC 47,718$2,930,0001.55%
View complete list of ISHARES TR shareholders