Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 161 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$204,175
-5.1%
6,012
-1.5%
0.00%0.0%
Q2 2023$215,158
+5.5%
6,105
+12.6%
0.00%
-33.3%
Q1 2022$204,000
-6.0%
5,420
+0.1%
0.01%0.0%
Q4 2021$217,000
-2.3%
5,417
-3.4%
0.01%
-14.3%
Q3 2021$222,0005,6080.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Curran Financial Partners, LLC 210,350$7,353,8233.49%
Archvest Wealth Advisors, Inc. 106,803$3,733,8173.31%
WNY Asset Management, LLC 382,554$13,374,1433.18%
Thrive Capital Management, LLC 139,464$4,843,5713.06%
Investment Advisory Group, LLC 148,554$5,193,4492.99%
ATLAS CAPITAL ADVISORS LLC 518,500$18,126,7602.85%
Weaver Consulting Group 175,107$6,121,7342.80%
MANGROVE PARTNERS IM, LLC 270,253$9,448,0450.62%
RDA Financial Network 34,873$1,219,1600.56%
GeoWealth Management, LLC 132,494$4,6320.54%
View complete list of ISHARES TR shareholders