Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 126 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$3,381,773
-3.0%
67,581
-0.2%
0.05%
-9.8%
Q1 2024$3,488,091
+102.4%
67,714
+107.0%
0.05%
+82.1%
Q4 2023$1,723,219
+44.6%
32,705
+29.4%
0.03%
+33.3%
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 Q2 2022
NameSharesValueWeighting ↓
AGILIS PARTNERS LLC 994,131$22,335,9156.80%
Allianz Investment Management U.S. LLC 1,622,000$81,148,6605.25%
Tennessee Valley Asset Management Partners 738,482$36,953,6763.80%
Destiny Capital Corp/CO 106,121$5,310,3033.63%
Carolina Wealth Advisors, LLC 131,194$6,564,9573.22%
Eley Financial Management, Inc 131,002$6,555,3402.78%
RiverFront Investment Group, LLC 1,581,003$79,1132.11%
Pinnacle Family Advisors, LLC 75,115$3,758,7312.08%
Klaas Financial Asset Advisors, LLC 203,055$10,160,8921.86%
WESPAC Advisors SoCal, LLC 120,486$6,029,1191.51%
View complete list of ISHARES TR shareholders