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

Yes. Integrated Wealth Concepts holds 228,769 shares of ITOT, worth $37.6M, as of its Q2 2026 13F filing. It increased the position by 8,624 shares (+3.9%) from Q1 2026. Integrated Wealth Concepts has held ITOT in every 13F on record since Q1 2019, 30 quarterly filings. ITOT is 0.2% of Integrated Wealth Concepts' reported 13F portfolio.

Current Value

$37.6M

Current Shares

228,769

Total Value Change

+$9.2M

Total Shares Change

+2,684

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
228,769
+3.9%
$37.6M0.2%$163.82
36
2026-Q1
Increased
220,145
+12.2%
$31.4M0.3%$142.06
39
2025-Q4
Decreased
196,219
-2.4%
$29.2M0.3%$147.98
0
2025-Q3
Decreased
201,070
-1.1%
$29.3M0.3%$144.48
0
2025-Q2
Decreased
203,377
-1.6%
$27.5M0.3%$133.57
0
2025-Q1
Increased
206,619
+5.3%
$25.2M0.3%$120.32
36
2024-Q4
Decreased
196,216
-13.2%
$25.2M0.3%$126.47
0
2024-Q3
Increased
226,085
+0.7%
$28.4M0.3%$123.09
35

Other major holders of ITOT: BlackRock, Inc., WELLS FARGO & COMPANY/MN

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