Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 26 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,675,332
-15.8%
72,088
-15.5%
0.02%
-20.7%
Q1 2024$1,989,898
-11.5%
85,348
-11.9%
0.03%
-21.6%
Q4 2023$2,247,985
+13.4%
96,854
+13.4%
0.04%
+5.7%
Q3 2023$1,981,953
-2.4%
85,429
-2.9%
0.04%0.0%
Q2 2023$2,030,401
+68471.5%
87,973
-31.3%
0.04%
-42.6%
Q1 2023$2,961
+24.8%
127,995
+22.6%
0.06%
-4.7%
Q4 2022$2,372
-99.9%
104,440
+7.3%
0.06%
-7.2%
Q3 2022$2,169,000
-4.3%
97,349
-4.6%
0.07%
-2.8%
Q2 2022$2,267,000
-8.7%
102,025
-2.4%
0.07%
-6.6%
Q1 2022$2,482,000
-0.9%
104,513
+2.2%
0.08%
+2.7%
Q4 2021$2,504,000102,2320.07%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
IRON Financial LLC 90,778$2,017,0001.06%
Day & Ennis, LLC 42,240$939,0000.36%
Donald L. Hagan, LLC 12,620$280,0000.18%
Snowden Capital Advisors LLC 173,361$3,852,0000.17%
Timber Creek Capital Management LLC 19,388$430,0000.14%
Northstar Group, Inc. 20,993$467,0000.14%
Bradley & Co. Private Wealth Management, LLC 4,495$100,0000.11%
Klaas Financial Asset Advisors, LLC 18,480$411,0000.10%
VALLEY NATIONAL ADVISERS INC 19,943$449,0000.10%
Kesler, Norman & Wride, LLC 13,895$309,0000.09%
View complete list of ISHARES TR shareholders