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Ishares Tr shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Ishares Tr (ITDC) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Ishares Tr

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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 $390k 12k 33.94
2025-06-30 $370k 12k 32.20
2025-03-31 $345k 12k 29.99

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

Jane Street
Susquehanna International
Integrated Wealth Concepts
Cyr Financial
Citadel Advisors
Creative Planning
UBS Group
Sunbelt Securities
Halbert Hargrove Global Advisors

View all funds holding Ishares Tr