Back to IW Integrated Wealth Concepts LLC

IBTIIBTI
13 quarters

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

Integrated Wealth Concepts LLC holds 966,839 shares of IBTI (ISHARES TR), worth $21.4M as of 2026-Q2. The position was increased (+19.4% shares). IBTI represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$21.4M

Current Shares

966,839

Total Value Change

+$21.1M

Total Shares Change

+954,524

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
966,839
+19.4%
$21.4M0.1%$21.86
40
2026-Q1
Increased
809,948
+37.6%
$18M0.1%$21.94
44
2025-Q4
Increased
588,449
+34.4%
$13.2M0.2%$21.89
43
2025-Q3
Increased
437,722
+28.7%
$9.8M0.1%$21.64
35
2025-Q2
Increased
340,157
+50.7%
$7.6M0.1%$21.40
38
2025-Q1
Increased
225,675
+96.4%
$5M0.1%$21.08
43
2024-Q4
Increased
114,901
+57.1%
$2.5M0.0%$20.62
37
2024-Q3
Increased
73,145
+45.5%
$1.6M0.0%$20.92
35
2024-Q2
Increased
50,290
+5.9%
$1.1M0.0%$20.09
27
2024-Q1
Increased
47,493
+56.3%
$1M0.0%$19.99
36
2023-Q4
Increased
30,387
+107.6%
$675,0380.0%$20.11
40
2023-Q3
Increased
14,638
+18.9%
$315,4490.0%$19.27
28
2023-Q2
New
12,315
-
$270,9300.0%$19.51
32

Other major holders of IBTI: MORGAN STANLEY, Focus Partners Wealth

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used