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
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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 | $3.6M | 63k | 57.31 |
| 2025-06-30 | $3.5M | 65k | 53.93 |
| 2025-03-31 | $2.9M | 62k | 46.67 |
| 2024-12-31 | $3.0M | 59k | 49.72 |
| 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 |
More positions owned by Integrated Wealth Concepts
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