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

Integrated Wealth Concepts LLC holds 921,429 shares of IBTJ (ISHARES TR), worth $19.9M as of 2026-Q2. The position was increased (+167.9% shares). IBTJ represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$19.9M

Current Shares

921,429

Total Value Change

+$19.2M

Total Shares Change

+887,932

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
921,429
+167.9%
$19.9M0.1%$21.51
46
2026-Q1
Increased
343,944
+121.7%
$7.5M0.1%$21.50
44
2025-Q4
Increased
155,120
+103.7%
$3.4M0.0%$21.47
43
2025-Q3
Increased
76,143
+10.0%
$1.7M0.0%$21.22
28
2025-Q2
Increased
69,201
+0.3%
$1.5M0.0%$20.98
26
2025-Q1
Increased
69,008
+43.8%
$1.5M0.0%$20.63
34
2024-Q4
Increased
48,000
+43.3%
$1M0.0%$20.09
34
2024-Q3
Increased
33,497
+125.5%
$740,4450.0%$20.55
40

Other major holders of IBTJ: MORGAN STANLEY, BANK OF AMERICA CORP /DE/, MERCER GLOBAL ADVISORS INC /ADV

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