Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 116 filers reported holding ISHARES TR in Q3 2023. 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$2,549,191
-9.2%
102,749
-7.9%
0.04%
-6.2%
Q2 2023$2,808,168
+128420.3%
111,524
+30.3%
0.05%
+6.7%
Q1 2023$2,185
+73.6%
85,598
+71.4%
0.04%
+32.4%
Q4 2022$1,25949,9470.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 145,350$3,920,0001.31%
Azimuth Capital Management LLC 646,950$17,451,0000.75%
CHILDRESS CAPITAL ADVISORS, LLC 42,100$1,135,0000.52%
Roof Eidam Maycock Peralta, LLC 37,600$1,014,0000.38%
Prism Advisors, Inc. 37,953$1,024,0000.36%
Lee Financial Co 51,300$1,384,0000.29%
CGN Advisors LLC 30,722$829,0000.26%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 217,103$5,856,0000.23%
SENTINEL PENSION ADVISORS INC 17,727$478,0000.17%
Peloton Wealth Strategists 9,200$248,0000.10%
View complete list of ISHARES TR shareholders