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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Tip: Access up to 7 years of quarterly data

All positions including iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.5M 72k 104.73
2023-09-30 $7.0M 68k 102.86
2023-06-30 $4.6M 44k 104.04
2023-03-31 $4.0M 38k 104.69
2022-12-31 $4.9M 47k 104.26
2022-09-30 $3.3M 32k 102.67
2022-06-30 $1.3M 12k 104.63
2022-03-31 $2.0M 19k 104.61
2021-12-31 $2.4M 22k 107.38
2021-09-30 $2.4M 22k 107.57
2021-06-30 $2.4M 23k 107.80
2021-03-31 $2.1M 20k 107.84
2020-12-31 $2.0M 18k 108.09
2020-09-30 $2.3M 21k 108.09
2020-06-30 $2.3M 22k 107.84
2020-03-31 $1.3M 12k 106.32
2019-12-31 $1.4M 13k 106.75
2019-09-30 $1.0M 9.6k 106.53
2017-12-31 $207k 2.0k 104.70

More positions owned by Integrated Wealth Concepts

Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPLG)
Schwab Us MF Closed and MF Open (SCHX)
Nvidia Corp Common Stock (NVDA)
Dimensional Us MF Closed and MF Open (DFAC)
Ishares Msci MF Closed and MF Open (USMV)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares U S MF Closed and MF Open (LRGF)
Ishares U S MF Closed and MF Open (INTF)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Integrated Wealth Concepts

Top funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Bank of New York Mellon
Bank of America Corporation
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Sei Investments
Creative Planning
Jane Street
UBS Group
Franklin Resources
Royal Bank of Canada
Captrust Financial Advisors
Tiaa Trust, National Association
Bank Of Montreal
Citigroup

View all funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF