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IBHGIBHG
10 quarters

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

Cetera Investment Advisers holds 254,777 shares of IBHG (ISHARES TR), worth $5.6M as of 2026-Q2. The position was decreased (-3.2% shares). IBHG represents 0.0% of Cetera Investment Advisers's portfolio.

Current Value

$5.6M

Current Shares

254,777

Total Value Change

+$5.1M

Total Shares Change

+230,357

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
254,777
-3.2%
$5.6M0.0%$21.87
0
2026-Q1
Increased
263,300
+1.1%
$5.8M0.0%$21.60
27
2025-Q4
Increased
260,528
+35.8%
$5.8M0.0%$21.58
35
2025-Q3
Increased
191,873
+174.3%
$4.3M0.0%$21.31
43
2025-Q2
Decreased
69,941
-6.7%
$1.6M0.0%$21.02
0
2025-Q1
Increased
74,945
+6.3%
$1.7M0.0%$20.48
27
2024-Q4
Increased
70,525
+47.7%
$1.6M0.0%$20.19
35
2024-Q3
Increased
47,746
+47.1%
$1.1M0.0%$20.05
34
2024-Q2
Increased
32,459
+32.9%
$715,0720.0%$19.21
32
2024-Q1
New
24,420
-
$543,5890.0%$19.06
34

Other major holders of IBHG: UBS Group AG, LPL Financial LLC, Federation des caisses Desjardins du Quebec

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