Ishares Tr shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 24k | 75.74 |
| 2025-06-30 | $2.1M | 28k | 74.44 |
| 2025-03-31 | $1.8M | 27k | 67.34 |
| 2024-12-31 | $1.9M | 30k | 64.62 |
| 2024-09-30 | $3.4M | 48k | 72.04 |
| 2024-06-30 | $1.9M | 28k | 67.43 |
| 2024-03-31 | $1.8M | 27k | 68.13 |
| 2023-09-30 | $1.6M | 29k | 57.09 |
| 2023-06-30 | $1.8M | 29k | 60.91 |
| 2023-03-31 | $1.7M | 28k | 59.60 |
| 2022-12-31 | $1.4M | 26k | 54.28 |
| 2022-09-30 | $1.1M | 23k | 46.60 |
| 2022-06-30 | $998k | 19k | 52.16 |
| 2022-03-31 | $1.0M | 17k | 61.00 |
| 2021-12-31 | $664k | 9.7k | 68.79 |
| 2021-09-30 | $342k | 5.0k | 67.83 |
| 2021-06-30 | $248k | 3.7k | 67.67 |
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