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IBMOIBMO
6 quarters

Position history for NorthCoast Asset Management LLCNorthCoast Asset Management LLC's holdings in ISHARES TR

NorthCoast Asset Management LLC holds 106,153 shares of IBMO (ISHARES TR), worth $2.7M as of 2026-Q2. The position was increased (+2.9% shares). IBMO represents 0.1% of NorthCoast Asset Management LLC's portfolio.

Current Value

$2.7M

Current Shares

106,153

Total Value Change

+$1.6M

Total Shares Change

+63,029

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
106,153
+2.9%
$2.7M0.1%$25.54
27
2026-Q1
Decreased
103,175
-1.2%
$2.6M0.1%$25.38
0
2025-Q4
Increased
104,430
+0.4%
$2.7M0.1%$25.28
26
2025-Q3
Increased
104,008
+50.6%
$2.7M0.0%$25.10
36
2025-Q2
Increased
69,052
+60.1%
$1.8M0.0%$24.92
37
2025-Q1
New
43,124
-
$1.1M0.0%$24.71
35

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

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