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IBTKIBTK
15 quarters

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

NewEdge Advisors, LLC holds 540,886 shares of IBTK (ISHARES TR), worth $10.6M as of 2026-Q2. The position was increased (+8.2% shares). IBTK represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$10.6M

Current Shares

540,886

Total Value Change

+$10.6M

Total Shares Change

+478,366

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
540,886
+8.2%
$10.6M0.0%$19.48
30
2026-Q1
Increased
500,133
+6.6%
$9.9M0.0%$19.47
30
2025-Q4
Increased
469,189
+11.5%
$9.3M0.0%$19.48
31
2025-Q3
Increased
420,862
+5624.5%
$8.4M0.0%$19.27
44
2025-Q2
Decreased
7,352
-83.1%
$145,8640.0%$19.05
0
2025-Q1
Increased
43,479
+5.3%
$854,7940.0%$18.69
26
2024-Q4
Decreased
41,299
-13.7%
$792,6470.0%$18.14
0
2024-Q3
Increased
47,838
+0.8%
$958,9120.0%$18.70
25
2024-Q2
Decreased
47,483
-15.8%
$915,2280.0%$17.81
0
2024-Q1
Decreased
56,370
-2.5%
$1.1M0.0%$17.76
0
2023-Q4
Increased
57,799
+4.9%
$1.1M0.0%$17.92
26
2023-Q3
Decreased
55,109
-9.5%
$1M0.0%$16.98
0
2023-Q2
Increased
60,912
+2.0%
$1.2M0.0%$17.52
26
2023-Q1
Decreased
59,738
-4.5%
$1.2M0.0%$17.84
0
2022-Q4
New
62,520
-
$1,2220.0%$17.23
17

Other major holders of IBTK: WELLS FARGO & COMPANY/MN, STIFEL FINANCIAL CORP, MERCER GLOBAL ADVISORS INC /ADV

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