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IBHGIBHG
12 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in ISHARES TR

COMMONWEALTH EQUITY SERVICES, LLC holds 41,747 shares of IBHG (ISHARES TR), worth $921,777 as of 2026-Q2. The position was decreased (-1.6% shares). IBHG represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$921,777

Current Shares

41,747

Total Value Change

-$3.5M

Total Shares Change

-162,360

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
41,747
-1.6%
$921,7770.0%$21.87
0
2026-Q1
Decreased
42,429
-44.5%
$938,9570.0%$21.60
0
2025-Q4
Decreased
76,456
-79.3%
$1.7M0.0%$21.58
0
2025-Q3
Decreased
369,401
-3.8%
$8.3M0.0%$21.31
0
2025-Q2
Decreased
384,009
-1.3%
$8.7M0.0%$21.02
0
2025-Q1
Increased
389,017
+2.0%
$8.7M0.0%$20.48
28
2024-Q4
Increased
381,279
+4.0%
$8.5M0.0%$20.19
29
2024-Q3
Decreased
366,431
-14.4%
$8.3M0.0%$20.05
0
2024-Q2
Decreased
427,910
-0.6%
$9.4M0.0%$19.21
0
2024-Q1
Decreased
430,423
-0.3%
$9.6M0.0%$19.06
0
2023-Q4
Increased
431,928
+111.6%
$9.6M0.0%$18.79
45
2023-Q3
New
204,107
-
$4.4M0.0%$17.80
37

Other major holders of IBHG: UBS Group AG, LPL Financial LLC, Federation des caisses Desjardins du Quebec

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