Position history for Integrated Wealth Concepts LLC's holdings in ISHARES TR
Integrated Wealth Concepts LLC holds 1.5M shares of IBTG (ISHARES TR), worth $33.6M as of 2025-Q4. The position was increased (++3.4% shares). IBTG represents 0.4% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$33.6M
Current Shares
1.5M
Total Value Change
+$19.6M
Total Shares Change
+850,627
Other major holders of IBTG: Kovitz Investment Group Partners, LLC, MORGAN STANLEY
Increased |
| 1.5M |
+3.4% |
| $33.6M |
| 0.4% |
| $22.79 |
36 |
| 2025-Q3 | Increased | 1.4M | +5.6% | $32.6M | 0.3% | $22.57 | 37 |
| 2025-Q2 | Increased | 1.3M | +7.7% | $30.8M | 0.3% | $22.31 | 37 |
| 2025-Q1 | Increased | 1.2M | +0.5% | $28.6M | 0.3% | $22.09 | 34 |
| 2024-Q4 | Increased | 1.2M | +36.6% | $28.3M | 0.3% | $21.80 | 45 |
| 2024-Q3 | Increased | 909,304 | +47.3% | $21M | 0.3% | $21.81 | 47 |
| 2024-Q2 | Increased | 617,350 | +24.2% | $14M | 0.2% | $21.17 | 41 |