Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 108 filers reported holding ISHARES TR in Q4 2021. 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$4,605,423
-6.9%
179,269
-6.7%
0.08%
-4.7%
Q2 2023$4,947,225
+128099.7%
192,051
+28.8%
0.08%
+6.2%
Q1 2023$3,859
+37.9%
149,160
+37.3%
0.08%
+5.3%
Q4 2022$2,798
-99.6%
108,673
+297.6%
0.08%
+245.5%
Q3 2022$697,000
+7.9%
27,332
+10.0%
0.02%
+10.0%
Q2 2022$646,000
-13.2%
24,856
-13.2%
0.02%
-13.0%
Q1 2022$744,000
-11.3%
28,625
-8.5%
0.02%
-8.0%
Q4 2021$839,000
+29.7%
31,288
+30.3%
0.02%
+19.0%
Q3 2021$647,000
-1.4%
24,019
-1.1%
0.02%
-8.7%
Q2 2021$656,000
+2.8%
24,289
+2.8%
0.02%
-11.5%
Q1 2021$638,000
+7.4%
23,632
+7.7%
0.03%
-7.1%
Q4 2020$594,00021,9370.03%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 129,330$3,503,0001.34%
SONATA CAPITAL GROUP INC 60,223$1,631,0000.81%
SENTINEL PENSION ADVISORS INC 70,734$1,916,0000.70%
Paradiem, LLC 54,576$1,481,0000.63%
Gateway Advisory, LLC 97,342$2,637,0000.57%
Peloton Wealth Strategists 40,700$1,103,0000.55%
Estate Counselors, LLC 111,055$3,008,0000.45%
Roof Eidam Maycock Peralta, LLC 41,550$1,126,0000.44%
Stonebridge Capital Advisors LLC 91,653$2,483,0000.38%
Paulson Wealth Management Inc. 23,616$640,0000.37%
View complete list of ISHARES TR shareholders