ISHARES TR

Ticker: SHY CUSIP: 464287457 Class: ETF

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 145,078 Value ($000) $12,015 Avg Close Range
Q3 2025
Shares 165,823 Value ($000) $13,757 Avg Close Range
Q2 2025
Shares 231,066 Value ($000) $19,146 Avg Close Range
Q1 2025
Shares 232,745 Value ($000) $19,255 Avg Close Range
Q4 2024
Shares 168,853 Value ($000) $13,843 Avg Close Range
Q3 2024
Shares 181,962 Value ($000) $15,130 Avg Close Range
Q2 2024
Shares 180,221 Value ($000) $14,715 Avg Close Range
Q1 2024
Shares 172,614 Value ($000) $14,116 Avg Close Range
Q4 2023
Shares 188,409 Value ($000) $15,457 Avg Close Range
Q3 2023
Shares 177,016 Value ($000) $14,333 Avg Close Range
Q2 2023
Shares 337,306 Value ($000) $27,349 Avg Close Range
Q1 2023
Shares 149,996 Value ($000) $12 Avg Close Range
Q4 2022
Shares 37,884 Value ($000) $3 Avg Close Range
Q3 2022
Shares 30,762 Value ($000) $2,498 Avg Close Range
Q2 2022
Shares 31,834 Value ($000) $2,636 Avg Close Range
Q1 2022
Shares 95,574 Value ($000) $7,966 Avg Close Range
Q4 2021
Shares 80,892 Value ($000) $6,920 Avg Close Range
Q3 2021
Shares 90,786 Value ($000) $7,821 Avg Close Range
Q2 2021
Shares 49,128 Value ($000) $4,233 Avg Close Range
Q1 2021
Shares 55,826 Value ($000) $4,815 Avg Close Range
Q4 2020
Shares 156,989 Value ($000) $13,561 Avg Close Range
Q3 2020
Shares 154,168 Value ($000) $13,337 Avg Close Range
Q2 2020
Shares 105,187 Value ($000) $9,110 Avg Close Range
Q1 2020
Shares 26,704 Value ($000) $2,314 Avg Close Range
Q4 2019
Shares 37,164 Value ($000) $3,145 Avg Close Range
Q3 2019
Shares 5,535 Value ($000) $470 Avg Close Range
Q2 2019
Shares 6,226 Value ($000) $376 Avg Close Range
Q1 2019
Shares 3,231 Value ($000) $272 Avg Close Range
Q4 2018
Shares 2,545 Value ($000) $213 Avg Close Range