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Showing 8 of 15 quarters

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

COMMONWEALTH EQUITY SERVICES, LLC holds 35,972 shares of IBTM (ISHARES TR), worth $816,381 as of 2026-Q2. The position was increased (+0.1% shares). IBTM represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$816,381

Current Shares

35,972

Total Value Change

+$152,381

Total Shares Change

+7,703

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
35,972
+0.1%
$816,3810.0%$22.55
25
2026-Q1
Increased
35,950
+5.8%
$824,3610.0%$22.56
26
2025-Q4
Increased
33,976
+4.0%
$784,0000.0%$22.56
26
2025-Q3
Decreased
32,664
-5.0%
$756,0000.0%$22.33
0
2025-Q2
Increased
34,373
+0.8%
$792,0000.0%$22.01
25
2025-Q1
Decreased
34,104
-2.7%
$781,0000.0%$21.66
0
2024-Q4
Increased
35,059
+24.0%
$778,0000.0%$20.87
30
2024-Q3
Increased
28,269
+4.4%
$664,0000.0%$21.80
26

Other major holders of IBTM: UBS Group AG

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