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Integrated Wealth Concepts »

Ishares Tr shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Ishares Tr (IBHI) 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
2024-09-30	$872k	37k	23.92
2024-06-30	$742k	32k	23.13
2024-03-31	$387k	17k	23.37

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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 Tr

Commonwealth Equity Services

Bank of America Corporation

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Straight Path Wealth Management

Integrated Wealth Concepts

Royal Bank of Canada

Raymond James Financial Services Advisors

Beacon Pointe Advisors

View all funds holding Ishares Tr

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