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 |
|---|---|---|---|
| 2025-09-30 | $1.8M | 74k | 23.85 |
| 2025-06-30 | $1.6M | 69k | 23.69 |
| 2025-03-31 | $1.2M | 52k | 23.22 |
| 2024-12-31 | $997k | 43k | 23.45 |
| 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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