Position history for Integrated Wealth Concepts LLC's holdings in ISHARES TR
Integrated Wealth Concepts LLC holds 59,713 shares of SHV (ISHARES TR), worth $6.6M as of 2026-Q1. The position was increased (+31.8% shares). SHV represents 0.1% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$6.6M
Current Shares
59,713
Total Value Change
-$7.4M
Total Shares Change
-66,742
Other major holders of SHV: BlackRock, Inc.
Increased |
| 59,713 |
+31.8% |
| $6.6M |
| 0.1% |
| $110.11 |
35 |
| 2025-Q4 | Decreased | 45,297 | -43.5% | $5M | 0.1% | $109.78 | 0 |
| 2025-Q3 | Decreased | 80,233 | -4.7% | $8.9M | 0.1% | $108.70 | 0 |
| 2025-Q2 | Decreased | 84,202 | -8.1% | $9.3M | 0.1% | $107.52 | 0 |
| 2025-Q1 | Decreased | 91,637 | -0.5% | $10.1M | 0.1% | $106.43 | 0 |
| 2024-Q4 | Decreased | 92,067 | -14.5% | $10.1M | 0.1% | $105.37 | 0 |
| 2024-Q3 | Decreased | 107,659 | -14.9% | $11.9M | 0.1% | $104.19 | 0 |
| 2024-Q2 | Decreased | 126,455 | -58.7% | $14M | 0.2% | $102.73 | 0 |