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Showing 8 of 11 quarters

Position history for Cetera Investment AdvisersCetera Investment Advisers's holdings in ISHARES TR

Cetera Investment Advisers holds 424,308 shares of IBHF (ISHARES TR), worth $9.6M as of 2026-Q2. The position was increased (+1.4% shares). IBHF represents 0.0% of Cetera Investment Advisers's portfolio.

Current Value

$9.6M

Current Shares

424,308

Total Value Change

+$7.9M

Total Shares Change

+352,223

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
424,308
+1.4%
$9.6M0.0%$22.48
28
2026-Q1
Decreased
418,238
-0.5%
$9.6M0.0%$22.45
0
2025-Q4
Increased
420,477
+16.4%
$9.7M0.0%$22.35
32
2025-Q3
Increased
361,193
+284.3%
$8.4M0.0%$22.15
44
2025-Q2
Increased
93,990
+2.6%
$2.2M0.0%$21.62
27
2025-Q1
Increased
91,645
+16.8%
$2.1M0.0%$21.26
30
2024-Q4
Increased
78,474
+8.9%
$1.8M0.0%$20.96
28
2024-Q3
Increased
72,085
+40.6%
$1.7M0.0%$20.72
34

Other major holders of IBHF: BANK OF AMERICA CORP /DE/, LPL Financial LLC

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