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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 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 Tr by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
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

More positions owned by Integrated Wealth Concepts

Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Ishares Core MF Closed and MF Open (IVV)
Aptus Collared Income Opportunity ETF MF Closed and MF Open (ACIO)
Ishares Msci MF Closed and MF Open (QUAL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Aptus Defined Risk MF Closed and MF Open (DRSK)
SPDR S&P MF Closed and MF Open (SPY)
Invesco Qqq MF Closed and MF Open (QQQ)
Spdr Portfolio MF Closed and MF Open (SPLG)
Dimensional Us MF Closed and MF Open (DFAC)
Amazon Common Stock (AMZN)
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 Tr

Northwestern Mutual Wealth Management Company
LBMC Investment Advisors
Commonwealth Equity Services
HighTower Advisors
Commonwealth Financial Services
Mutual Advisors
LPL Financial
Bank of America Corporation
GAMMA Investing
Raymond James Financial
Morgan Stanley
Lido Advisors
Straight Path Wealth Management
Cetera Investment Advisers
IFP Advisors

View all funds holding Ishares Tr