Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 79 filers reported holding ISHARES TR in Q2 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$1,647,584
-8.1%
28,859
-2.0%
0.03%
-6.5%
Q2 2023$1,793,219
+106322.5%
29,440
+4.1%
0.03%
-11.4%
Q1 2023$1,685
+18.2%
28,271
+7.7%
0.04%
-10.3%
Q4 2022$1,425
-99.9%
26,253
+14.6%
0.04%
+14.7%
Q3 2022$1,068,000
+7.0%
22,918
+19.8%
0.03%
+9.7%
Q2 2022$998,000
-4.7%
19,135
+11.5%
0.03%
-3.1%
Q1 2022$1,047,000
+57.7%
17,164
+77.8%
0.03%
+60.0%
Q4 2021$664,000
+94.2%
9,653
+91.5%
0.02%
+81.8%
Q3 2021$342,000
+37.9%
5,042
+37.6%
0.01%
+22.2%
Q2 2021$248,0003,6650.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 51,691$2,9513.64%
Atlantic Private Wealth, LLC 43,251$2,469,2042.49%
Values Added Financial LLC 39,382$2,248,3182.05%
One Wealth Advisors, LLC 59,852$3,416,9510.76%
Klaas Financial Asset Advisors, LLC 57,596$3,288,1560.74%
TCWP LLC 15,154$865,1650.66%
Walkner Condon Financial Advisors LLC 42,886$2,448,3270.65%
Equita Financial Network, Inc. 17,165$9800.60%
VERITY Wealth Advisors 10,345$590,5960.56%
Parkside Advisors LLC 26,690$1,523,7200.47%
View complete list of ISHARES TR shareholders