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Ishares Tr shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Ishares Tr (IBTL) 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
2025-09-30 $764k 37k 20.57
2025-06-30 $542k 26k 20.50
2025-03-31 $536k 26k 20.33
2024-12-31 $506k 26k 19.80
2024-09-30 $431k 21k 20.82
2024-06-30 $413k 21k 19.97
2024-03-31 $417k 21k 20.16

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

Top funds holding Ishares Tr

Wells Fargo & Company
TRUE Private Wealth Advisors
Federation des caisses Desjardins du Quebec
Krilogy Financial
Goss Wealth Management
Ameriprise Financial
Morgan Stanley
Probity Advisors
Park Avenue Securities
Snowden Capital Advisors
Headland Capital
Confluence Investment Management
Foronjy Financial
UBS Group
Fagan Associates

View all funds holding Ishares Tr