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Ishares Tr esg usd corpt shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Ishares Tr esg usd corpt (SUSC) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Ishares Tr esg usd corpt

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg usd corpt held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr esg usd corpt by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 54k 22.99
2023-09-30 $737k 34k 21.76
2023-06-30 $338k 15k 22.74
2022-06-30 $355k 15k 23.17

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 Ishares Tr esg usd corpt

Envestnet Asset Management
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Ameriprise Financial
Wealthfront Advisers
Babson Capital Management
CWM
Fisher Investments
Creative Planning
LPL Financial
Morgan Stanley
Betterment
Cetera Investment Advisers
Park Avenue Securities
BlackRock

View all funds holding Ishares Tr esg usd corpt