Back to OSAIC HOLDINGS, INC. OSAIC HOLDINGS, INC.

IBTGIBTG
Showing 8 of 19 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in ISHARES TR

OSAIC HOLDINGS, INC. holds 711,891 shares of IBTG (ISHARES TR), worth $16.3M as of 2026-Q2. The position was decreased (-7.3% shares). IBTG represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$16.3M

Current Shares

711,891

Total Value Change

+$4.9M

Total Shares Change

+217,011

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
711,891
-7.3%
$16.3M0.0%$22.82
0
2026-Q1
Decreased
767,846
-2.7%
$17.6M0.0%$22.63
0
2025-Q4
Increased
789,197
+13.7%
$18.1M0.0%$22.44
32
2025-Q3
Increased
694,294
+3.2%
$15.9M0.0%$22.22
29
2025-Q2
Decreased
672,561
-5.6%
$15.4M0.0%$21.98
0
2025-Q1
Increased
712,227
+19.1%
$16.3M0.0%$21.76
33
2024-Q4
Increased
597,976
+20.8%
$13.6M0.0%$21.50
33
2024-Q3
Increased
494,880
+24.5%
$11.4M0.0%$21.44
34

Other major holders of IBTG: Focus Partners Wealth, NorthCoast Asset Management LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used