IBTK — ISHARES TR

Ownership history in Advisory Services Network, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in ISHARES TR (IBTK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 558 — 0% 0.00% $11K $19.51
2023 Q4 REDUCED 558 -447 -44.5% 0.00% $11K $18.15
2023 Q1 UNCHANGED 1,005 — 0% 0.00% $20K $18.07
2022 Q4 INITIATED 1,005 — — 0.00% $20K —
% of Fund (quarterly)    IBTK price (monthly, adj. close)

Other funds also holding IBTK

As of 2025 Q4 — sorted by position size

Waycross Investment Management Co 3Y 8.86% Wealth Management Strategies, Inc. 5.87% EIGHT 31 FINANCIAL, LLC 5.56% MKT Advisors LLC 3Y 4.42% SHELTON WEALTH MANAGEMENT, LLC 3Y 3.74% TITLEIST ASSET MANAGEMENT, LLC 1.85% Probity Advisors, Inc. 3Y 7Y 1.55% Journey Advisory Group, LLC 3Y 1.36% Accretive Wealth Partners, LLC 3Y 1.01% FF Advisors,LLC 0.82%
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