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

ENVESTNET ASSET MANAGEMENT INC holds 655,024 shares of IBTO (ISHARES TR), worth $15.8M as of 2026-Q2. The position was increased (+8.6% shares). IBTO represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$15.8M

Current Shares

655,024

Total Value Change

+$15.1M

Total Shares Change

+627,143

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
655,024
+8.6%
$15.8M0.0%$23.96
31
2026-Q1
Increased
603,291
+45.8%
$14.7M0.0%$23.97
38
2025-Q4
Decreased
413,705
-11.3%
$10.2M0.0%$23.98
0
2025-Q3
Increased
466,680
+14.3%
$11.5M0.0%$23.75
32
2025-Q2
Increased
408,174
+10.4%
$10M0.0%$23.37
31
2025-Q1
Increased
369,741
+3.0%
$9M0.0%$23.02
28
2024-Q4
Increased
359,066
+1187.8%
$8.5M0.0%$22.15
44
2024-Q3
Increased
27,881
+1.0%
$700,0640.0%$23.22
25

Other major holders of IBTO: Federation des caisses Desjardins du Quebec

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