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IBTIIBTI
13 quarters

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

Integrated Wealth Concepts LLC holds 1.7M shares of IBTI (ISHARES TR), worth $37.2M as of 2026-Q2. The position was increased (+107.4% shares). IBTI represents 0.2% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$37.2M

Current Shares

1.7M

Total Value Change

+$36.9M

Total Shares Change

+1.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.7M
+107.4%
$37.2M0.2%$22.00
56
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: Focus Partners Wealth, MORGAN STANLEY

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