Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 367 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$9,930,624
+29.5%
99,815
+29.5%
0.14%
+22.5%
Q1 2024$7,666,471
-32.3%
77,100
-32.9%
0.11%
-40.3%
Q4 2023$11,326,374
-29.7%
114,884
-30.9%
0.19%
-34.5%
Q3 2023$16,102,181
-34.9%
166,139
-34.5%
0.28%
-33.0%
Q2 2023$24,747,716
+322303.8%
253,563
+227.8%
0.42%
+168.4%
Q1 2023$7,676
+83.9%
77,351
+79.7%
0.16%
+39.8%
Q4 2022$4,173
-99.9%
43,040
+27.6%
0.11%
+8.7%
Q3 2022$3,241,000
-4.4%
33,718
+0.9%
0.10%
-1.9%
Q2 2022$3,389,000
-26.7%
33,412
-24.1%
0.11%
-24.8%
Q1 2022$4,621,000
-0.5%
44,034
+0.4%
0.14%
+2.2%
Q4 2021$4,644,000
+10.4%
43,863
+10.1%
0.14%
+0.7%
Q3 2021$4,208,000
+176.7%
39,834
+178.5%
0.14%
+153.7%
Q2 2021$1,521,000
+18.0%
14,305
+17.3%
0.05%
+1.9%
Q1 2021$1,289,00012,1910.05%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 111,858$11,175,00027.29%
KEATING INVESTMENT COUNSELORS INC 177,285$17,711,00010.82%
Quaker Wealth Management, LLC 132,321$13,219,0009.39%
Lee Financial Co 280,034$27,975,0009.28%
Stordahl Capital Management, Inc. 119,922$12,109,0007.48%
New Capital Management LP 35,357$3,532,0006.69%
LWS Wealth Advisors, Inc. 99,953$9,806,0006.38%
ALTFEST L J & CO INC 203,449$20,325,0006.36%
American Money Management, LLC 113,478$11,336,0006.35%
Parcion Private Wealth LLC 201,527$20,133,0005.55%
View complete list of ISHARES TR shareholders