Back to COMMONWEALTH EQUITY SERVICES, LLC COMMONWEALTH EQUITY SERVICES, LLC

IBTKIBTK
Showing 8 of 11 quarters

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

COMMONWEALTH EQUITY SERVICES, LLC holds 272,855 shares of IBTK (ISHARES TR), worth $5.3M as of 2026-Q2. The position was increased (+8.6% shares). IBTK represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$5.3M

Current Shares

272,855

Total Value Change

+$3.3M

Total Shares Change

+170,539

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
272,855
+8.6%
$5.3M0.0%$19.48
29
2026-Q1
Increased
251,225
+77.5%
$5M0.0%$19.47
41
2025-Q4
Increased
141,577
+17.8%
$2.8M0.0%$19.48
31
2025-Q3
Decreased
120,207
-10.0%
$2.4M0.0%$19.27
0
2025-Q2
Increased
133,536
+1.0%
$2.6M0.0%$19.05
26
2025-Q1
Increased
132,203
+16.1%
$2.6M0.0%$18.69
30
2024-Q4
Increased
113,840
+11.3%
$2.2M0.0%$18.14
29
2024-Q3
Increased
102,316
+73.8%
$2.1M0.0%$18.70
39

Other major holders of IBTK: WELLS FARGO & COMPANY/MN, STIFEL FINANCIAL CORP, MERCER GLOBAL ADVISORS INC /ADV

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used