How many shares of IUSB does Integrated Wealth Concepts LLC own?

As of 2026-Q2, Integrated Wealth Concepts LLC holds 2.4M shares of IUSB (ISHARES TR).

What is Integrated Wealth Concepts LLC's IUSB position worth?

As of 2026-Q2, Integrated Wealth Concepts LLC's IUSB position is worth $110.9M.

Is Integrated Wealth Concepts LLC buying or selling IUSB?

In 2026-Q2, Integrated Wealth Concepts LLC increased their IUSB position (+83.7% change in shares).

When did Integrated Wealth Concepts LLC first buy IUSB?

Based on available 13F filings, Integrated Wealth Concepts LLC first reported a position in IUSB in 2019-Q1. They have held the position across 30 quarters.

Back to IW Integrated Wealth Concepts LLC

IUSB
30 quarters

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

Current Value

$110.9M

Current Shares

2.4M

Total Value Change

+$109.7M

Total Shares Change

+2.4M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	2.4M	+83.7%	$110.9M	0.5%	$45.82	65
2026-Q1	Increased	1.3M	+15.8%	$60.4M	0.5%	$45.38	41
2025-Q4	Decreased	1.1M	-30.0%	$52.5M	0.6%	$45.41	0
2025-Q3	Increased	1.6M	+3.4%	$75.3M	0.7%	$44.94	43
2025-Q2	Increased	1.6M	+9.3%	$72.1M	0.7%	$44.01	46
2025-Q1	Decreased	1.4M	-9.4%	$65.7M	0.8%	$43.40	0
2024-Q4	Increased	1.6M	+18.1%	$71.2M	0.8%	$42.29	49
2024-Q3	Decreased	1.3M	-12.7%	$62.8M	0.8%	$43.48	0
2024-Q2	Increased	1.5M	+297.7%	$69.1M	0.9%	$41.31	67
2024-Q1	Increased	383,968	+6.1%	$17.5M	0.3%	$41.23	36
2023-Q4	Decreased	361,768	-10.5%	$16.7M	0.3%	$41.42	0
2023-Q3	Decreased	404,121	-7.8%	$17.7M	0.3%	$38.81	0
2023-Q2	Increased	438,049	+4.1%	$19.9M	0.3%	$40.00	35
2023-Q1	Increased	420,800	+32.6%	$19.4M	0.4%	$40.26	43
2022-Q4	Increased	317,395	+17.6%	$14.3M	0.4%	$38.99	39
2022-Q3	Increased	269,876	+19.5%	$12M	0.4%	$38.24	39
2022-Q2	Increased	225,804	+30.4%	$10.6M	0.3%	$40.00	42
2022-Q1	Increased	173,095	+22.1%	$8.6M	0.3%	$42.16	40
2021-Q4	Increased	141,818	+28.4%	$7.5M	0.2%	$44.83	41
2021-Q3	Increased	110,426	+2.2%	$5.9M	0.2%	$44.85	33
2021-Q2	Increased	108,053	+9.1%	$5.8M	0.2%	$44.87	35
2021-Q1	Increased	99,035	+145.7%	$5.2M	0.2%	$44.06	52
2020-Q4	Decreased	40,315	-89.2%	$2.2M	0.1%	$45.44	0
2020-Q3	Decreased	372,763	-13.5%	$20.3M	1.2%	$44.85	0
2020-Q2	Increased	431,074	+35.8%	$23.4M	1.7%	$44.53	58
2020-Q1	Increased	317,533	+30.2%	$16.7M	1.5%	$42.74	56
2019-Q4	Increased	243,935	+36.0%	$12.7M	1.1%	$42.22	57
2019-Q3	Increased	179,408	+480.3%	$9.4M	1.1%	$42.06	70
2019-Q2	Increased	30,917	+36.4%	$1.6M	0.2%	$41.15	40
2019-Q1	New	22,664	-	$1.1M	0.2%	$39.97	42

Other major holders of IUSB: ENVESTNET ASSET MANAGEMENT INC, Steward Partners Investment Advisory, LLC

IUSB30 quarters

IUSB
30 quarters