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Ishares Trust Barclays shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Ishares Trust Barclays (CMBS) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Ishares Trust Barclays

Tip: Access up to 7 years of quarterly data

All positions including Ishares Trust Barclays held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Trust Barclays by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $105 2 52.50
2021-09-30 $275k 5.1k 54.00

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Top funds holding Ishares Trust Barclays

UBS Group
AE Wealth Management
Arvest Investments
Prudential
LPL Financial
Syon Capital
Hancock Bank Trust Department
Prepared Retirement Institute
Morgan Stanley
Ubs Global Asset Management Americas
Marcia E. Wade
Wells Fargo & Company
Cetera Investment Advisers
Bank of America Corporation
Raymond James Financial

View all funds holding Ishares Trust Barclays