Ishares Tr shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Ishares Tr (IBHG) 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 |
|---|---|---|---|
| 2025-12-31 | $1.6M | 72k | 22.32 |
| 2025-09-30 | $1.3M | 58k | 22.49 |
| 2025-06-30 | $1.3M | 56k | 22.54 |
| 2025-03-31 | $1.2M | 55k | 22.33 |
| 2024-12-31 | $1.0M | 46k | 22.24 |
| 2024-09-30 | $1.1M | 47k | 22.60 |
| 2024-06-30 | $1.0M | 46k | 22.03 |
| 2024-03-31 | $930k | 42k | 22.26 |
| 2023-09-30 | $479k | 22k | 21.53 |
| 2023-06-30 | $235k | 11k | 21.83 |
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