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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

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
2024-06-30 $742k 32k 23.13
2024-03-31 $387k 17k 23.37

More positions owned by Integrated Wealth Concepts

Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Etf Aptus MF Closed and MF Open (ACIO)
Dimensional Us MF Closed and MF Open (DFAC)
Invesco Qqq MF Closed and MF Open (QQQ)
SPDR S&P MF Closed and MF Open (SPY)
Blackrock U S MF Closed and MF Open (DYNF)
Amazon Common Stock (AMZN)
Ishares Core MF Closed and MF Open (IUSB)
Schwab Us MF Closed and MF Open (SCHX)

View all positions for Integrated Wealth Concepts

Top funds holding Ishares Tr

Commonwealth Equity Services
Bank of America Corporation
LBMC Investment Advisors
Old Mission Capital
Jane Street
Lido Advisors
Wrapmanager
Straight Path Wealth Management
Morgan Stanley
Raymond James Financial Services Advisors
Integrated Wealth Concepts
LPL Financial
Royal Bank of Canada
Sigma Planning
Mutual Advisors

View all funds holding Ishares Tr