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IBTIIBTI
Showing 8 of 14 quarters

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

COMMONWEALTH EQUITY SERVICES, LLC holds 547,014 shares of IBTI (ISHARES TR), worth $12.1M as of 2026-Q2. The position was decreased (-4.9% shares). IBTI represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$12.1M

Current Shares

547,014

Total Value Change

-$601,107

Total Shares Change

-17,811

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
547,014
-4.9%
$12.1M0.0%$22.00
0
2026-Q1
Decreased
575,054
-2.0%
$12.8M0.0%$21.94
0
2025-Q4
Increased
586,790
+3.5%
$13.1M0.0%$21.89
29
2025-Q3
Decreased
567,125
-5.1%
$12.7M0.0%$21.64
0
2025-Q2
Increased
597,469
+1.3%
$13.4M0.0%$21.40
28
2025-Q1
Increased
589,810
+3.0%
$13.1M0.0%$21.08
29
2024-Q4
Increased
572,936
+1.4%
$12.5M0.0%$20.62
28
2024-Q3
Increased
564,825
+2.3%
$12.7M0.0%$20.92
29

Other major holders of IBTI: Focus Partners Wealth, MORGAN STANLEY

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