Ishares Tr shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Ishares Tr
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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 | $74M | 1.1M | 69.08 |
| 2025-06-30 | $71M | 1.1M | 64.13 |
| 2025-03-31 | $64M | 1.1M | 57.88 |
| 2024-12-31 | $67M | 1.1M | 60.35 |
| 2024-09-30 | $43M | 731k | 58.77 |
| 2024-06-30 | $34M | 613k | 55.69 |
| 2024-03-31 | $64M | 1.2M | 53.81 |
| 2023-09-30 | $30M | 698k | 43.32 |
| 2023-06-30 | $1.8M | 41k | 44.56 |
| 2023-03-31 | $1.7M | 40k | 41.43 |
| 2022-12-31 | $1.5M | 38k | 39.00 |
| 2022-09-30 | $3.2M | 90k | 36.22 |
| 2022-06-30 | $1.2M | 32k | 37.91 |
| 2022-03-31 | $1.4M | 32k | 44.48 |
| 2021-12-31 | $1.5M | 32k | 46.55 |
| 2021-09-30 | $1.4M | 32k | 42.15 |
| 2021-06-30 | $1.4M | 33k | 42.83 |
| 2021-03-31 | $1.4M | 33k | 40.65 |
| 2020-12-31 | $968k | 26k | 37.66 |
| 2020-09-30 | $909k | 27k | 33.19 |
| 2020-06-30 | $844k | 27k | 31.08 |
| 2020-03-31 | $9.4M | 354k | 26.45 |
| 2019-12-31 | $14M | 395k | 34.48 |
| 2019-09-30 | $12M | 384k | 31.92 |
| 2019-06-30 | $17M | 521k | 31.74 |
| 2019-03-31 | $17M | 552k | 31.03 |
| 2018-12-31 | $1.5M | 54k | 27.86 |
| 2018-09-30 | $706k | 21k | 33.67 |
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