Back to MG MERCER GLOBAL ADVISORS INC /ADV

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4 quarters

Position history for MGMERCER GLOBAL ADVISORS INC /ADV's holdings in ISHARES TR

MERCER GLOBAL ADVISORS INC /ADV holds 148,450 shares of IBTP (ISHARES TR), worth $3.8M as of 2026-Q2. The position was increased (+14.0% shares). IBTP represents 0.0% of MERCER GLOBAL ADVISORS INC /ADV's portfolio.

Current Value

$3.8M

Current Shares

148,450

Total Value Change

+$1.2M

Total Shares Change

+48,040

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
148,450
+14.0%
$3.8M0.0%$25.21
30
2026-Q1
Increased
130,222
+7.7%
$3.3M0.0%$25.20
29
2025-Q4
Increased
120,865
+20.4%
$3.1M0.0%$25.22
31
2025-Q3
New
100,410
-
$2.6M0.0%$24.99
36

Other major holders of IBTP: STIFEL FINANCIAL CORP, BENJAMIN EDWARDS INC, ROYAL BANK OF CANADA

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