Position history for Kovitz Investment Group Partners, LLC's holdings in ISHARES TR
Kovitz Investment Group Partners, LLC holds 4.7M shares of IBTG (ISHARES TR), worth $107.9M as of 2025-Q4. The position was decreased (-5.6% shares). IBTG represents 2.4% of Kovitz Investment Group Partners, LLC's portfolio.
Current Value
$107.9M
Current Shares
4.7M
Total Value Change
+$106.1M
Total Shares Change
+4.6M
Other major holders of IBTG: MORGAN STANLEY, BANK OF AMERICA CORP /DE/
Decreased |
| 4.7M |
-5.6% |
| $107.9M |
| 2.4% |
| $22.79 |
0 |
| 2025-Q3 | Decreased | 5M | -5.1% | $114.6M | 0.4% | $22.57 | 0 |
| 2025-Q2 | Increased | 5.3M | +14.8% | $120.6M | 0.5% | $22.31 | 49 |
| 2025-Q1 | Increased | 4.6M | +6077.4% | $105.1M | 0.5% | $22.09 | 68 |
| 2024-Q4 | Decreased | 74,167 | -4.3% | $1.7M | 0.0% | $21.80 | 0 |
| 2024-Q3 | New | 77,455 | - | $1.8M | 0.0% | $21.81 | 36 |