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
Other major holders of IUSB: Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC, Steward Partners Investment Advisory, LLC
Increased |
| 1.3M |
+15.8% |
| $60.4M |
| 0.5% |
| $46.80 |
41 |
| 2025-Q4 | 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 |