Position history for Integrated Wealth Concepts LLC's holdings in ISHARES TR
Integrated Wealth Concepts LLC holds 220,145 shares of ITOT (ISHARES TR), worth $31.4M as of 2026-Q1. The position was increased (+12.2% shares). ITOT represents 0.3% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$31.4M
Current Shares
220,145
Total Value Change
+$4.7M
Total Shares Change
-4,333
Other major holders of ITOT: BlackRock, Inc., WELLS FARGO & COMPANY/MN
Increased |
| 220,145 |
+12.2% |
| $31.4M |
| 0.3% |
| $148.83 |
39 |
| 2025-Q4 | Decreased | 196,219 | -2.4% | $29.2M | 0.3% | $149.80 | 0 |
| 2025-Q3 | Decreased | 201,070 | -1.1% | $29.3M | 0.3% | $144.73 | 0 |
| 2025-Q2 | Decreased | 203,377 | -1.6% | $27.5M | 0.3% | $133.52 | 0 |
| 2025-Q1 | Increased | 206,619 | +5.3% | $25.2M | 0.3% | $120.29 | 36 |
| 2024-Q4 | Decreased | 196,216 | -13.2% | $25.2M | 0.3% | $127.50 | 0 |
| 2024-Q3 | Increased | 226,085 | +0.7% | $28.4M | 0.3% | $123.23 | 35 |
| 2024-Q2 | Decreased | 224,478 | -2.5% | $26.7M | 0.4% | $116.52 | 0 |