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Showing 8 of 22 quarters

Position history for HighTower Advisors, LLCHighTower Advisors, LLC's holdings in ISHARES TR

Yes. HighTower Advisors holds 246,532 shares of IBMO, worth $6.3M, as of its Q2 2026 13F filing. It reduced the position by 21,617 shares (-8.1%) from Q1 2026. HighTower Advisors has held IBMO since Q1 2021, across 22 quarterly 13F filings.

Current Value

$6.3M

Current Shares

246,532

Total Value Change

-$1.2M

Total Shares Change

-48,199

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
246,532
-8.1%
$6.3M0.0%$25.54
0
2026-Q1
Increased
268,149
+1.1%
$6.9M0.0%$25.38
28
2025-Q4
Decreased
265,090
-14.6%
$6.8M0.0%$25.28
0
2025-Q3
Decreased
310,304
-6.0%
$8M0.0%$25.10
0
2025-Q2
Decreased
329,979
-4.3%
$8.5M0.0%$24.92
0
2025-Q1
Decreased
344,628
-1.8%
$8.8M0.0%$24.71
0
2024-Q4
Increased
351,098
+19.1%
$8.9M0.0%$24.52
33
2024-Q3
Increased
294,731
+12.8%
$7.6M0.0%$24.53
31

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

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