Position history for Integrated Wealth Concepts LLC's holdings in ISHARES TR
Integrated Wealth Concepts LLC holds 1.1M shares of IUSB (ISHARES TR), worth $52.5M as of 2025-Q4. The position was decreased (-30.0% shares). IUSB represents 0.6% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$52.5M
Current Shares
1.1M
Total Value Change
-$16.5M
Total Shares Change
-398,089
Other major holders of IUSB: Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC, Steward Partners Investment Advisory, LLC
Decreased |
| 1.1M |
-30.0% |
| $52.5M |
| 0.6% |
| $46.49 |
0 |
| 2025-Q3 | Increased | 1.6M | +3.4% | $75.3M | 0.7% | $45.90 | 43 |
| 2025-Q2 | Increased | 1.6M | +9.3% | $72.1M | 0.7% | $44.80 | 46 |
| 2025-Q1 | Decreased | 1.4M | -9.4% | $65.7M | 0.8% | $44.23 | 0 |
| 2024-Q4 | Increased | 1.6M | +18.1% | $71.2M | 0.8% | $43.22 | 49 |
| 2024-Q3 | Decreased | 1.3M | -12.7% | $62.8M | 0.8% | $44.52 | 0 |
| 2024-Q2 | Increased | 1.5M | +297.7% | $69.1M | 0.9% | $42.19 | 67 |