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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

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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 $651k 7.4k 87.96
2025-06-30 $612k 7.1k 86.80
2025-03-31 $598k 7.0k 86.01
2024-12-31 $565k 6.7k 84.92
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

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

BlackRock
Bank of New York Mellon
Insight Wealth Partners
Citadel Advisors
Jane Street
Integrated Wealth Concepts
Harbour Investments
UBS Group
Advisor Group Holdings
Cornerstone Planning Group
Morgan Stanley

View all funds holding Ishares Tr