Ishares Tr shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Ishares Tr (IBHF) 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 | $7.5M | 322k | 23.39 |
| 2025-06-30 | $7.3M | 316k | 23.23 |
| 2025-03-31 | $6.8M | 292k | 23.22 |
| 2024-12-31 | $1.6M | 71k | 23.15 |
| 2024-09-30 | $1.2M | 52k | 23.41 |
| 2024-06-30 | $953k | 42k | 22.91 |
| 2024-03-31 | $816k | 35k | 23.06 |
| 2023-09-30 | $531k | 24k | 22.53 |
| 2023-06-30 | $494k | 22k | 22.75 |
| 2023-03-31 | $258k | 11k | 22.81 |
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