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

Integrated Wealth Concepts LLC holds 1.3M shares of IUSB (ISHARES TR), worth $60.4M as of 2026-Q1. The position was increased (+15.8% shares). IUSB represents 0.5% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$60.4M

Current Shares

1.3M

Total Value Change

-$8.6M

Total Shares Change

-219,327

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.3M
+15.8%
$60.4M0.5%$46.80
41
2025-Q4
Decreased
1.1M
-30.0%
$52.5M0.6%$46.49
0
2025-Q3
Increased
1.6M
+3.4%
$75.3M0.7%$45.90
43
2025-Q2
Increased
1.6M
+9.3%
$72.1M0.7%$44.80
46
2025-Q1
Decreased
1.4M
-9.4%
$65.7M0.8%$44.23
0
2024-Q4
Increased
1.6M
+18.1%
$71.2M0.8%$43.22
49
2024-Q3
Decreased
1.3M
-12.7%
$62.8M0.8%$44.52
0
2024-Q2
Increased
1.5M
+297.7%
$69.1M0.9%$42.19
67

Other major holders of IUSB: ENVESTNET ASSET MANAGEMENT INC

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