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Showing 8 of 22 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in ISHARES TR

Yes. Envestnet holds 192,529 shares of IBMO, worth $4.9M, as of its Q2 2026 13F filing. It increased the position by 10,356 shares (+5.7%) from Q1 2026. Envestnet has held IBMO since Q1 2026, across 2 quarterly 13F filings.

Current Value

$4.9M

Current Shares

192,529

Total Value Change

-$18.8M

Total Shares Change

-732,543

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
192,529
+5.7%
$4.9M0.0%$25.43
29
2026-Q1
New
182,173
-
$4.7M0.0%$25.38
37
2025-Q4
Exited
0
-100.0%
$00.0%$25.28
0
2025-Q3
Decreased
133,577
-84.8%
$3.4M0.0%$25.10
0
2025-Q2
Increased
878,008
+0.5%
$22.5M0.0%$24.92
29
2025-Q1
Decreased
873,501
-8.0%
$22.3M0.0%$24.71
0
2024-Q4
Increased
949,022
+2.6%
$24.2M0.0%$24.52
29
2024-Q3
Increased
925,072
+4.6%
$23.7M0.0%$24.53
30

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

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