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IBIEIBIE
4 quarters

Position history for Beacon Pointe Advisors, LLCBeacon Pointe Advisors, LLC's holdings in ISHARES TR

Yes. Beacon Pointe Advisors holds 11,474 shares of IBIE, worth $301,756, as of its Q2 2026 13F filing. It increased the position by 1,142 shares (+11.1%) from Q1 2026. Beacon Pointe Advisors has held IBIE since Q3 2025, across 4 quarterly 13F filings.

Current Value

$301,756

Current Shares

11,474

Total Value Change

+$28,430

Total Shares Change

+1,142

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
11,474
+11.1%
$301,7560.0%$25.53
26
2026-Q1
Unchanged
10,332
0.0%
$271,1050.0%$25.41
0
2025-Q4
Unchanged
10,332
0.0%
$268,3770.0%$25.16
0
2025-Q3
New
10,332
-
$273,3260.0%$25.09
32

Other major holders of IBIE: RAYMOND JAMES FINANCIAL INC, BlackRock, Inc., OSAIC HOLDINGS, INC.

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