Ishares Tr shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Ishares Tr (IBTM) 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
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $518k | 22k | 23.13 |
| 2025-06-30 | $498k | 22k | 23.03 |
| 2025-03-31 | $494k | 22k | 22.89 |
| 2024-12-31 | $478k | 22k | 22.20 |
| 2024-09-30 | $404k | 17k | 23.48 |
| 2024-06-30 | $385k | 17k | 22.44 |
| 2024-03-31 | $423k | 19k | 22.67 |
More positions owned by Integrated Wealth Concepts
View all positions for Integrated Wealth Concepts