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 Q4 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 Q4 2021
NameSharesValueWeighting ↓
Virginia National Bank 27,275$696,1943.18%
Paradigm, Strategies in Wealth Management, LLC 100,524$2,565,8751.64%
SONATA CAPITAL GROUP INC 119,565$3,0521.63%
Covington Investment Advisors Inc. 199,456$5,0911.08%
BLUE SQUARE ASSET MANAGEMENT, LLC 56,853$1,451,1731.07%
Praetorian Wealth Management, Inc. 125,631$3,206,7311.02%
Source Financial Advisors LLC 82,380$2,102,7500.71%
PFG Private Wealth Management, LLC 37,297$952,0060.71%
LEAVELL INVESTMENT MANAGEMENT, INC. 326,389$8,3310.58%
Atwater Malick LLC 47,527$1,213,1270.53%
View complete list of ISHARES TR shareholders