Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 125 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,224,281
-8.1%
165,496
-8.2%
0.08%
-5.1%
Q2 2023$4,595,039
+105947.5%
180,268
+5.8%
0.08%
-11.2%
Q1 2023$4,333
+28.5%
170,391
+28.1%
0.09%
-3.3%
Q4 2022$3,373
-99.5%
133,061
+363.5%
0.09%
+300.0%
Q3 2022$725,000
+8.5%
28,705
+9.6%
0.02%
+9.5%
Q2 2022$668,000
-13.0%
26,186
-13.1%
0.02%
-8.7%
Q1 2022$768,000
-9.9%
30,132
-8.4%
0.02%
-8.0%
Q4 2021$852,000
+29.1%
32,890
+29.6%
0.02%
+19.0%
Q3 2021$660,000
-1.5%
25,380
-1.1%
0.02%
-12.5%
Q2 2021$670,000
+2.4%
25,663
+2.7%
0.02%
-11.1%
Q1 2021$654,000
+6.2%
24,982
+6.2%
0.03%
-6.9%
Q4 2020$616,000
+47.0%
23,525
+47.5%
0.03%
+11.5%
Q3 2020$419,000
+26.2%
15,952
+26.1%
0.03%
+8.3%
Q2 2020$332,000
+48.2%
12,651
+44.7%
0.02%
+14.3%
Q1 2020$224,000
-10.4%
8,744
-9.6%
0.02%0.0%
Q4 2019$250,000
+13.6%
9,670
+13.0%
0.02%
-16.0%
Q3 2019$220,0008,5560.02%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 119,102$3,125,0001.53%
Gateway Advisory, LLC 188,420$4,943,0001.45%
SENTINEL PENSION ADVISORS INC 76,710$2,012,0000.84%
SONATA CAPITAL GROUP INC 50,231$1,318,0000.84%
Paulson Wealth Management Inc. 41,884$1,099,0000.77%
LEAVELL INVESTMENT MANAGEMENT, INC. 255,185$6,695,0000.65%
Guidance Point Advisors, LLC 32,735$858,0000.48%
Stonebridge Capital Advisors LLC 91,794$2,408,0000.45%
Roof Eidam Maycock Peralta, LLC 41,705$1,094,0000.42%
TLWM 26,720$701,0000.41%
View complete list of ISHARES TR shareholders