Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 249 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,082,751
+2.4%
124,656
+1.9%
0.05%
+3.8%
Q2 2023$3,011,726
+131877.5%
122,329
+31.8%
0.05%
+10.6%
Q1 2023$2,282
+54.7%
92,818
+53.7%
0.05%
+17.5%
Q4 2022$1,475
-99.9%
60,391
+22.1%
0.04%
+5.3%
Q3 2022$1,204,000
-7.2%
49,455
-5.6%
0.04%
-5.0%
Q2 2022$1,297,000
+4.7%
52,400
+6.2%
0.04%
+5.3%
Q1 2022$1,239,000
-5.3%
49,355
-2.2%
0.04%
-2.6%
Q4 2021$1,308,000
-5.4%
50,460
-4.1%
0.04%
-13.3%
Q3 2021$1,383,000
+8.2%
52,613
+8.5%
0.04%0.0%
Q2 2021$1,278,000
-0.9%
48,480
-0.8%
0.04%
-15.1%
Q1 2021$1,289,000
+0.2%
48,848
+0.9%
0.05%
-13.1%
Q4 2020$1,287,000
+374.9%
48,413
+373.1%
0.06%
+258.8%
Q3 2020$271,00010,2330.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 202,405$5,041,9144.18%
RVW Wealth, LLC 595,058$14,822,8981.63%
Capital Investment Advisors, LLC 376,459$9,377,6030.24%
Horizons Wealth Management 12,958$322,7840.21%
CGN Advisors LLC 53,542$1,333,7300.18%
TOMPKINS FINANCIAL CORP 21,590$537,8070.06%
Fragasso Group Inc. 8,767$218,3810.02%
Anchor Investment Management, LLC 3,334$83,0500.01%
Peoples Bank/KS 200$4,9800.00%
Bartlett & Co. LLC 5,125$1280.00%
View complete list of ISHARES TR shareholders