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IBTHIBTH
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Position history for IWIntegrated Wealth Concepts LLC's holdings in ISHARES TR

Integrated Wealth Concepts LLC holds 1.4M shares of IBTH (ISHARES TR), worth $30.9M as of 2026-Q2. The position was increased (+5.3% shares). IBTH represents 0.2% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$30.9M

Current Shares

1.4M

Total Value Change

+$12.6M

Total Shares Change

+571,081

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.4M
+5.3%
$30.9M0.2%$22.09
36
2026-Q1
Increased
1.3M
+14.1%
$29.5M0.2%$22.08
39
2025-Q4
Increased
1.2M
+5.7%
$25.9M0.3%$21.99
36
2025-Q3
Increased
1.1M
+8.1%
$24.5M0.2%$21.76
37
2025-Q2
Increased
1M
+10.7%
$22.7M0.2%$21.52
38
2025-Q1
Decreased
909,949
-0.6%
$20.4M0.2%$21.23
0
2024-Q4
Increased
915,265
+12.7%
$20.3M0.2%$20.88
38
2024-Q3
Increased
811,921
+59.6%
$18.4M0.2%$21.01
49

Other major holders of IBTH: BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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