Ishares Tr shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Ishares Tr (IBHH) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Ishares Tr
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All positions including Ishares Tr held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 48k | 23.86 |
| 2025-06-30 | $1.1M | 46k | 23.73 |
| 2025-03-31 | $1.2M | 50k | 23.36 |
| 2024-12-31 | $1.1M | 46k | 23.37 |
| 2024-09-30 | $959k | 40k | 23.80 |
| 2024-06-30 | $911k | 39k | 23.12 |
| 2024-03-31 | $827k | 35k | 23.34 |
| 2023-09-30 | $206k | 9.3k | 22.18 |
| 2023-06-30 | $210k | 9.3k | 22.56 |
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