Integrated Wealth Concepts »

Ishares Tr esg usd corpt shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Ishares Tr esg usd corpt (SUSC) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Ishares Tr esg usd corpt

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg usd corpt held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr esg usd corpt by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 62k 23.79
2024-06-30 $1.2M 54k 22.72
2024-03-31 $1.2M 54k 22.99
2023-09-30 $737k 34k 21.76
2023-06-30 $338k 15k 22.74
2022-06-30 $355k 15k 23.17

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 esg usd corpt

Envestnet Asset Management
Jpmorgan Chase & Co
Envestnet Portfolio Solutions
Wealthfront Advisers
Babson Capital Management
LPL Financial
Creative Planning
Morgan Stanley
Acorns Advisers
Fisher Investments
CWM
Cetera Investment Advisers
Park Avenue Securities
Mml Investors Services
Wells Fargo & Company

View all funds holding Ishares Tr esg usd corpt