Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 111 filers reported holding ISHARES TR in Q2 2021. 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$200,353
-1.4%
3,603
+1.9%
0.00%
+33.3%
Q2 2023$203,099
+95701.4%
3,536
-5.7%
0.00%
-25.0%
Q1 2023$212
-29.3%
3,748
-32.9%
0.00%
-50.0%
Q4 2022$300
-99.9%
5,582
+19.2%
0.01%
+14.3%
Q3 2022$224,000
-6.3%
4,682
+1.9%
0.01%0.0%
Q2 2022$239,000
-18.4%
4,595
-4.5%
0.01%
-22.2%
Q1 2022$293,000
-4.2%
4,812
+0.5%
0.01%0.0%
Q4 2021$306,000
-10.5%
4,787
-6.3%
0.01%
-18.2%
Q3 2021$342,000
+0.6%
5,109
-0.2%
0.01%
-8.3%
Q2 2021$340,000
-5.8%
5,120
-5.6%
0.01%
-20.0%
Q1 2021$361,000
-7.7%
5,421
-10.7%
0.02%
-16.7%
Q4 2020$391,000
+10.1%
6,068
-3.8%
0.02%
-18.2%
Q3 2020$355,000
+16.8%
6,305
+9.4%
0.02%0.0%
Q2 2020$304,000
+33.3%
5,763
+17.3%
0.02%
+4.8%
Q1 2020$228,000
-36.1%
4,915
-19.6%
0.02%
-30.0%
Q4 2019$357,000
+4.4%
6,112
+0.4%
0.03%
-21.1%
Q3 2019$342,000
-2.8%
6,085
-3.7%
0.04%
-17.4%
Q2 2019$352,000
-11.8%
6,320
-12.0%
0.05%
-32.4%
Q1 2019$399,000
+34.3%
7,180
+22.5%
0.07%
-16.0%
Q4 2018$297,000
+5.3%
5,859
+22.7%
0.08%
-4.7%
Q3 2018$282,000
+5.6%
4,774
+1.6%
0.08%
-6.6%
Q2 2018$267,0004,6970.09%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Elm Partners Management LLC 419,114$25,524,0003.23%
Advisory Services & Investments, LLC 44,567$2,714,0002.20%
GenTrust, LLC 341,793$20,815,0001.60%
Ratio Wealth Group 71,082$4,328,8941.29%
Columbus Macro, LLC 58,778$3,580,0001.22%
Mandatum Life Insurance Co Ltd 95,618$5,823,0001.08%
Portfolio Solutions, LLC 95,197$5,797,0000.74%
Blue Edge Capital, LLC 58,235$3,546,512,0000.71%
Capital Advantage, Inc. 48,994$2,984,0000.69%
Smithfield Trust Co 161,207$9,813,0000.63%
View complete list of ISHARES TR shareholders