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Ishares Tr shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Ishares Tr (USXF) 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 $4.4M 90k 49.08
2024-06-30 $2.5M 53k 46.58
2024-03-31 $2.4M 53k 45.15
2023-09-30 $1.7M 50k 34.66
2023-06-30 $1.8M 51k 35.95
2023-03-31 $1.6M 48k 33.07
2022-12-31 $1.4M 45k 30.67
2022-09-30 $1.2M 42k 28.03
2022-06-30 $2.0M 69k 29.87
2022-03-31 $2.3M 65k 35.69
2021-12-31 $1.4M 34k 39.44
2021-09-30 $603k 17k 36.12
2021-06-30 $336k 9.3k 36.30