Integrated Wealth Concepts LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTD and the CUSIP is 46436E882. A total of 213 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$21,755,688
-20.3%
876,539
-20.3%
0.38%
-17.9%
Q2 2023$27,286,312
+101889.7%
1,099,811
+2.0%
0.47%
-15.1%
Q1 2023$26,754
+181.1%
1,078,351
+179.9%
0.55%
+112.7%
Q4 2022$9,517
-95.2%
385,306
+4666.3%
0.26%
+4216.7%
Q3 2022$200,0008,0840.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Arlington Trust Co LLC 2,735,336$67,891,04027.87%
Arlington Partners LLC 2,735,336$67,891,04027.87%
Kerntke Otto McGlone Wealth Management Group 470,100$11,667,88812.03%
Campbell Wealth Management 2,304,679$57,2026.96%
Trinity Wealth Management, LLC 384,434$9,541,6525.92%
Day & Ennis, LLC 563,026$13,974,3135.21%
Michael S. Ryan, Inc. 202,482$5,023,5694.79%
Keeler Thomas Management LLC 485,810$12,058,7714.46%
MV CAPITAL MANAGEMENT, INC. 1,034,880$25,685,7313.43%
Denver PWM, LLC 318,156$7,863,2143.29%
View complete list of ISHARES TR shareholders