Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTB and the CUSIP is 46435G417. A total of 43 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$478,000
-3.0%
9,338
-2.5%
0.02%
-5.9%
Q2 2021$493,000
-4.8%
9,582
-5.7%
0.02%
-19.0%
Q1 2021$518,000
-4.3%
10,161
-1.6%
0.02%
-19.2%
Q4 2020$541,000
+1.3%
10,328
+1.2%
0.03%
-21.2%
Q3 2020$534,000
-0.9%
10,203
-1.0%
0.03%
-15.4%
Q2 2020$539,00010,3110.04%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Demars Financial Group, LLC 106,227$5,435,0003.20%
Cardinal Strategic Wealth Guidance 66,604$3,407,0001.78%
Lee Financial Group Hawaii, Inc. 21,143$1,082,0000.80%
Destination Wealth Management 379,242$19,402,0000.75%
Columbus Macro, LLC 23,483$1,201,0000.40%
55I, LLC 127,406$6,518,0000.20%
Robertson Stephens Wealth Management, LLC 29,330$1,500,0000.17%
D.A. DAVIDSON & CO. 201,365$10,302,0000.12%
WealthShield Partners, LLC 5,730$293,0000.08%
OLD MISSION CAPITAL LLC 27,491$1,406,0000.06%
View complete list of ISHARES TR shareholders