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Ishares Trust Barclays shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Ishares Trust Barclays

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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
2024-09-30 $257k 5.7k 44.79
2024-06-30 $254k 5.9k 43.07
2024-03-31 $248k 5.7k 43.39
2023-09-30 $1.1M 25k 41.78
2023-06-30 $1.2M 26k 43.84
2023-03-31 $1.0M 23k 44.47

More positions owned by Integrated Wealth Concepts

Ishares Msci MF Closed and MF Open (QUAL)
Bny Mellon MF Closed and MF Open (BKLC)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Etf Aptus MF Closed and MF Open (ACIO)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Etf Ser MF Closed and MF Open (DRSK)
SPDR S&P MF Closed and MF Open (SPY)
Blackrock U S MF Closed and MF Open (DYNF)
Invesco Qqq MF Closed and MF Open (QQQ)
Goldman Sachs MF Closed and MF Open (GSEW)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)

View all positions for Integrated Wealth Concepts

Top funds holding Ishares Trust Barclays

Jpmorgan Chase & Co
Fort Pitt Capital
Northland Capital Management
Prosperity Planning
Resources Investment Advisors
Financial Engines Advisors L.L.C
Goldman Sachs Group
Deutsche Bank Aktiengesellschaft
BlackRock
Kelman-Lazarov
Farmers & Merchants Investment
Portland Global Advisors
McGuire Investment Group
Sanctuary Advisors
Morgan Stanley

View all funds holding Ishares Trust Barclays