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Ishares Tr shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Ishares Tr (LQDB) 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
2024-09-30 $544k 6.2k 88.51
2024-06-30 $501k 5.9k 84.85
2024-03-31 $446k 5.2k 85.77

More positions owned by Integrated Wealth Concepts

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

View all positions for Integrated Wealth Concepts

Top funds holding Ishares Tr

BlackRock
BlackRock
Mercer Global Advisors
Bank of America Corporation
Citadel Advisors
Insight Wealth Partners
Jane Street
Integrated Wealth Concepts
Bank of New York Mellon

View all funds holding Ishares Tr