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IBTJIBTJ
15 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in ISHARES TR

Yes. Newedge Group holds 499,976 shares of IBTJ, worth $10.8M, as of its Q2 2026 13F filing. It increased the position by 45,939 shares (+10.1%) from Q1 2026. Newedge Group has held IBTJ since Q4 2022, across 15 quarterly 13F filings.

Current Value

$10.8M

Current Shares

499,976

Total Value Change

+$10.8M

Total Shares Change

+443,040

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
499,976
+10.1%
$10.8M0.0%$21.51
31
2026-Q1
Increased
454,037
+6.5%
$9.9M0.0%$21.50
30
2025-Q4
Increased
426,212
+10.3%
$9.4M0.0%$21.47
30
2025-Q3
Increased
386,300
+713.5%
$8.5M0.0%$21.22
44
2025-Q2
Decreased
47,486
-71.3%
$1M0.0%$20.98
0
2025-Q1
Increased
165,183
+25.6%
$3.6M0.0%$20.63
33
2024-Q4
Increased
131,480
+218.4%
$2.8M0.0%$20.09
42
2024-Q3
Increased
41,293
+0.8%
$912,7840.0%$20.55
25
2024-Q2
Decreased
40,964
-17.1%
$875,3890.0%$19.68
0
2024-Q1
Decreased
49,440
-2.5%
$1.1M0.0%$19.60
0
2023-Q4
Increased
50,731
+0.6%
$1.1M0.0%$19.73
25
2023-Q3
Decreased
50,433
-9.1%
$1.1M0.0%$18.79
0
2023-Q2
Increased
55,465
+2.0%
$1.2M0.0%$19.18
26
2023-Q1
Decreased
54,399
-4.5%
$1.2M0.0%$19.49
0
2022-Q4
New
56,936
-
$1,2290.0%$18.88
17

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

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