Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 210 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,993,983
-1.1%
78,627
-1.3%
0.04%0.0%
Q2 2023$2,015,150
+95179.0%
79,682
-5.1%
0.04%
-20.5%
Q1 2023$2,115
+57.0%
83,978
+56.0%
0.04%
+18.9%
Q4 2022$1,347
-99.9%
53,818
+3.2%
0.04%
-11.9%
Q3 2022$1,302,000
-5.7%
52,166
-5.1%
0.04%
-2.3%
Q2 2022$1,380,000
+3.4%
54,995
+4.2%
0.04%
+4.9%
Q1 2022$1,335,000
-8.2%
52,790
-6.8%
0.04%
-4.7%
Q4 2021$1,454,000
-8.0%
56,629
-6.8%
0.04%
-15.7%
Q3 2021$1,580,000
+7.0%
60,757
+7.2%
0.05%
-1.9%
Q2 2021$1,477,000
-48.6%
56,659
-48.5%
0.05%
-55.9%
Q1 2021$2,875,000
-10.4%
109,984
-10.0%
0.12%
-22.4%
Q4 2020$3,210,000
+101.0%
122,203
+100.7%
0.15%
+55.1%
Q3 2020$1,597,000
+13.7%
60,880
+13.6%
0.10%
-3.0%
Q2 2020$1,405,000
+215.0%
53,572
+206.8%
0.10%
+165.8%
Q4 2019$446,000
+97.3%
17,461
+97.6%
0.04%
+52.0%
Q3 2019$226,0008,8350.02%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Trust Co of Kansas 518,671$13,605,0006.90%
TLWM 372,373$9,767,0004.62%
RVW Wealth, LLC 865,627$22,705,0003.83%
PFG Private Wealth Management, LLC 162,349$4,258,0003.71%
Aptus Capital Advisors, LLC 2,526,766$66,129,0003.51%
MV CAPITAL MANAGEMENT, INC. 616,728$16,177,0003.36%
Day & Ennis, LLC 244,561$6,415,0002.79%
Cribstone Capital Management, LLC 124,926$3,277,0002.68%
Camelot Portfolios, LLC 147,186$3,861,0002.41%
Sound View Wealth Advisors Group, LLC 343,846$9,019,0002.38%
View complete list of ISHARES TR shareholders