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iShares S&P Global 100 Index shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of iShares S&P Global 100 Index (IOO) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in iShares S&P Global 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global 100 Index 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 S&P Global 100 Index by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.1M 15k 73.24
2023-06-30 $1.1M 15k 76.06
2023-03-31 $1.0M 15k 70.08

More positions owned by Integrated Wealth Concepts

Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Invesco Optimum MF Closed and MF Open (PDBC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Microsoft Corp Common Stock (MSFT)
Bny Mellon MF Closed and MF Open (BKLC)
Ishares Msci MF Closed and MF Open (USMV)
Schwab Us MF Closed and MF Open (SCHX)
Blackrock Short MF Closed and MF Open (MEAR)
Sector Technology MF Closed and MF Open (XLK)
Dimensional Us MF Closed and MF Open (DFAC)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares Core MF Closed and MF Open (IEFA)

View all positions for Integrated Wealth Concepts

Top funds holding iShares S&P Global 100 Index

Assetmark
Old National Trust Company
Amplius Wealth Advisors
Bank of America Corporation
UBS Group
Advisor Group Holdings
Beaumont Financial Advisors
Raymond James & Associates
Royal Bank of Canada
Raymond James Financial Services Advisors
Wells Fargo & Company
Commonwealth Equity Services
Kaye Capital Management
H D Vest Advisory Services
Wealth Enhancement Advisory Services

View all funds holding iShares S&P Global 100 Index