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IBMOIBMO
23 quarters

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

Yes. Commonwealth Equity Services holds 149,069 shares of IBMO, worth $3.8M, as of its Q2 2026 13F filing. It reduced the position by 5,721 shares (-3.7%) from Q1 2026. Commonwealth Equity Services has held IBMO since Q4 2020, across 23 quarterly 13F filings.

Current Value

$3.8M

Current Shares

149,069

Total Value Change

+$3.6M

Total Shares Change

+139,099

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
149,069
-3.7%
$3.8M0.0%$25.54
0
2026-Q1
Decreased
154,790
-10.5%
$4M0.0%$25.38
0
2025-Q4
Increased
172,866
+10.5%
$4.4M0.0%$25.28
30
2025-Q3
Increased
156,447
+4.5%
$4M0.0%$25.10
28
2025-Q2
Decreased
149,722
-2.5%
$3.8M0.0%$24.92
0
2025-Q1
Increased
153,577
+9.5%
$3.9M0.0%$24.71
29
2024-Q4
Increased
140,206
+8.4%
$3.6M0.0%$24.52
29
2024-Q3
Increased
129,313
+27.3%
$3.3M0.0%$24.53
33
2024-Q2
Decreased
101,569
-0.1%
$2.6M0.0%$24.08
0
2024-Q1
Increased
101,692
+11.7%
$2.6M0.0%$23.97
29
2023-Q4
Increased
91,036
+3.0%
$2.3M0.0%$24.05
27
2023-Q3
Increased
88,364
+15.2%
$2.2M0.0%$23.25
30
2023-Q2
Increased
76,733
+2.5%
$1.9M0.0%$23.50
26
2023-Q1
Increased
74,886
+61.3%
$1.9M0.0%$23.73
37
2022-Q4
Increased
46,420
+22.7%
$1.2M0.0%$23.37
30
2022-Q3
Increased
37,829
+167.8%
$931,0000.0%$22.74
40
2022-Q2
Decreased
14,128
-8.0%
$358,0000.0%$23.34
0
2022-Q1
Decreased
15,353
-0.1%
$391,0000.0%$23.46
0
2021-Q4
Increased
15,362
+0.0%
$412,0000.0%$24.69
24
2021-Q3
Increased
15,356
+0.0%
$412,0000.0%$24.65
24
2021-Q2
Increased
15,355
+30.9%
$414,0000.0%$24.70
30
2021-Q1
Increased
11,734
+17.7%
$314,0000.0%$24.52
27
2020-Q4
New
9,970
-
$270,0000.0%$24.73
32

Other major holders of IBMO: MERCER GLOBAL ADVISORS INC /ADV, BANK OF AMERICA CORP /DE/

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