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

IBTIIBTI
16 quarters

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

OSAIC HOLDINGS, INC. holds 391,165 shares of IBTI (ISHARES TR), worth $8.7M as of 2026-Q2. The position was increased (+1.6% shares). IBTI represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$8.7M

Current Shares

391,165

Total Value Change

+$8.7M

Total Shares Change

+390,792

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
391,165
+1.6%
$8.7M0.0%$22.00
28
2026-Q1
Increased
385,037
+10.5%
$8.6M0.0%$21.94
30
2025-Q4
Increased
348,507
+12.9%
$7.8M0.0%$21.89
31
2025-Q3
Increased
308,662
+12.6%
$6.9M0.0%$21.64
31
2025-Q2
Increased
274,200
+8.7%
$6.1M0.0%$21.40
30
2025-Q1
Increased
252,269
+90.6%
$5.6M0.0%$21.08
43
2024-Q4
Increased
132,376
+55.1%
$2.9M0.0%$20.62
37
2024-Q3
Increased
85,336
+58.9%
$1.9M0.0%$20.92
37
2024-Q2
Increased
53,692
+103.3%
$1.2M0.0%$20.09
41
2024-Q1
Decreased
26,414
-4.1%
$579,4210.0%$19.99
0
2023-Q4
Decreased
27,533
-0.8%
$611,6500.0%$20.11
0
2023-Q3
Increased
27,752
+128.7%
$598,0680.0%$19.27
39
2023-Q2
Increased
12,133
+13.5%
$266,9270.0%$19.51
26
2023-Q1
Increased
10,691
+17.9%
$240,4540.0%$19.79
27
2022-Q4
Increased
9,068
+2331.1%
$199,0000.0%$19.22
37
2022-Q3
New
373
-
$8,0000.0%$18.99
25

Other major holders of IBTI: Focus Partners Wealth, MORGAN STANLEY

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