Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 107 filers reported holding ISHARES TR in Q1 2019. 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 2021$891,000
-0.6%
34,836
-0.3%
0.03%
-9.4%
Q2 2021$896,000
-12.9%
34,952
-12.6%
0.03%
-23.8%
Q1 2021$1,029,000
+2.3%
40,012
+2.5%
0.04%
-12.5%
Q4 2020$1,006,000
+19.5%
39,030
+20.1%
0.05%
-7.7%
Q3 2020$842,000
+3.4%
32,485
+3.5%
0.05%
-11.9%
Q2 2020$814,000
+7.8%
31,380
+6.0%
0.06%
-15.7%
Q1 2020$755,000
-11.5%
29,605
-10.6%
0.07%
-2.8%
Q4 2019$853,000
+2.9%
33,131
+3.0%
0.07%
-22.6%
Q3 2019$829,000
+107.2%
32,152
+75.8%
0.09%
+78.8%
Q2 2019$400,000
+30.7%
18,291
+53.6%
0.05%0.0%
Q1 2019$306,000
+29.7%
11,907
+28.6%
0.05%
-18.8%
Q4 2018$236,000
+5.8%
9,261
+4.8%
0.06%
-4.5%
Q3 2018$223,000
+5.7%
8,835
+5.9%
0.07%
-6.9%
Q2 2018$211,0000.0%8,3450.0%0.07%
-15.3%
Q1 2018$211,000
-0.9%
8,3450.0%0.08%
-6.6%
Q4 2017$213,0008,3450.09%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Gateway Advisory, LLC 207,363$5,345,0001.16%
Stonebridge Capital Advisors LLC 245,145$6,319,0000.96%
Paulson Wealth Management Inc. 57,762$1,489,0000.87%
SENTINEL PENSION ADVISORS INC 84,153$2,169,0000.79%
LEAVELL INVESTMENT MANAGEMENT, INC. 354,162$9,129,0000.79%
SONATA CAPITAL GROUP INC 57,973$1,494,0000.74%
Praetorian Wealth Management, Inc. 67,850$1,748,0000.67%
Wealthquest Corp 118,599$3,056,0000.65%
Paradiem, LLC 54,749$1,411,0000.60%
Ferris Capital, LLC 67,666$1,744,0000.49%
View complete list of ISHARES TR shareholders