Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 167 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.3%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$321,856
-19.4%
4,337
-17.0%
0.01%
-14.3%
Q2 2023$399,217
+78796.6%
5,228
-25.0%
0.01%
-30.0%
Q1 2023$506
-83.7%
6,975
-84.3%
0.01%
-88.1%
Q4 2022$3,096
-99.9%
44,564
+4.2%
0.08%
-10.6%
Q3 2022$2,948,000
+5.5%
42,786
+6.2%
0.09%
+8.0%
Q2 2022$2,794,000
+118.3%
40,279
+162.3%
0.09%
+123.1%
Q1 2022$1,280,000
+62.2%
15,357
+73.5%
0.04%
+69.6%
Q4 2021$789,000
-14.4%
8,851
-4.3%
0.02%
-23.3%
Q3 2021$922,000
+0.3%
9,244
+2.6%
0.03%
-9.1%
Q2 2021$919,000
-10.3%
9,011
-13.6%
0.03%
-21.4%
Q1 2021$1,024,000
+164.6%
10,429
+160.1%
0.04%
+133.3%
Q4 2020$387,000
+76.7%
4,009
+48.0%
0.02%
+38.5%
Q3 2020$219,0002,7080.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Friedenthal Financial 71,014$4,893,0003.41%
Aspire Wealth Management Corp 43,555$3,001,0002.83%
360 Financial, Inc. 50,015$3,446,0002.24%
Buttonwood Financial Group, LLC 31,111$2,101,0002.18%
AIRE ADVISORS, LLC 85,004$5,857,0002.02%
Baron Financial Group, LLC 38,925$2,682,0001.81%
MCMORGAN & CO LLC 107,335$7,395,0001.75%
LPWM LLC 41,623$2,868,0001.71%
Future Financial Wealth Managment LLC 19,900$1,380,0001.59%
HORIZON FINANCIAL SERVICES, LLC 24,636$1,697,0001.51%
View complete list of ISHARES TR shareholders