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

Cetera Investment Advisers holds 356,942 shares of IBTK (ISHARES TR), worth $7M as of 2026-Q2. The position was increased (+12.0% shares). IBTK represents 0.0% of Cetera Investment Advisers's portfolio.

Current Value

$7M

Current Shares

356,942

Total Value Change

+$3M

Total Shares Change

+158,361

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
356,942
+12.0%
$7M0.0%$19.48
31
2026-Q1
Increased
318,637
+14.3%
$6.3M0.0%$19.47
31
2025-Q4
Increased
278,812
+6.2%
$5.5M0.0%$19.48
29
2025-Q3
Increased
262,525
+3.6%
$5.2M0.0%$19.27
28
2025-Q2
Increased
253,494
+4.5%
$5M0.0%$19.05
28
2025-Q1
Increased
242,554
+18.6%
$4.8M0.0%$18.69
32
2024-Q4
Increased
204,565
+3.0%
$3.9M0.0%$18.14
27
2024-Q3
Increased
198,581
+14.2%
$4M0.0%$18.70
30

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

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