Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 58 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 2023$2,104,833
+104.4%
35,489
+113.8%
0.04%
+105.6%
Q2 2023$1,029,715
+122048.9%
16,603
+19.4%
0.02%
+5.9%
Q1 2023$843
+85.7%
13,902
+76.6%
0.02%
+41.7%
Q4 2022$454
-99.9%
7,871
-22.9%
0.01%
-40.0%
Q1 2022$666,000
-11.0%
10,209
-7.4%
0.02%
-9.1%
Q4 2021$748,000
+45.2%
11,026
+39.9%
0.02%
+29.4%
Q3 2021$515,000
+12.2%
7,884
+15.9%
0.02%
+6.2%
Q2 2021$459,0006,8030.02%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Capital Advisors, Ltd. LLC 11,716$639,0000.20%
Cetera Advisor Networks LLC 12,548$684,0000.03%
Cornerstone Wealth Management, LLC 129,195$2,381,0000.03%
BB&T SECURITIES, LLC 38,257$2,086,0000.02%
OPTIMUM INVESTMENT ADVISORS 1,360$74,0000.02%
Virtu Financial LLC 8,338$455,0000.02%
Azimuth Capital Management LLC 4,100$224,0000.02%
Legacy Financial Advisors, Inc. 605$34,0000.01%
LINCOLN NATIONAL CORP 5,530$302,0000.01%
JANE STREET GROUP, LLC 80,298$4,379,0000.01%
View complete list of ISHARES TR shareholders