Position history for Integrated Wealth Concepts LLC's holdings in ISHARES U S ETF TR
Integrated Wealth Concepts LLC holds 657,951 shares of MEAR (ISHARES U S ETF TR), worth $33.1M as of 2026-Q1. The position was increased (+0.9% shares). MEAR represents 0.3% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$33.1M
Current Shares
657,951
Total Value Change
-$2.1M
Total Shares Change
-45,338
Other major holders of MEAR: MORGAN STANLEY
Increased |
| 657,951 |
+0.9% |
| $33.1M |
| 0.3% |
| $50.47 |
35 |
| 2025-Q4 | Decreased | 652,199 | -0.9% | $32.8M | 0.4% | $50.20 | 0 |
| 2025-Q3 | Decreased | 657,840 | 0.0% | $33.2M | 0.3% | $49.87 | 0 |
| 2025-Q2 | Decreased | 657,854 | -2.4% | $33.1M | 0.3% | $49.31 | 0 |
| 2025-Q1 | Decreased | 673,787 | -0.5% | $33.9M | 0.4% | $48.91 | 0 |
| 2024-Q4 | Decreased | 677,266 | -2.5% | $33.8M | 0.4% | $48.44 | 0 |
| 2024-Q3 | Decreased | 694,617 | -1.2% | $34.9M | 0.4% | $48.22 | 0 |
| 2024-Q2 | Decreased | 703,289 | -39.9% | $35.3M | 0.5% | $47.66 | 0 |