IBTL β€” ISHARES TR

Ownership history in Advisory Services Network, LLC  Β·  1 quarter on record

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

% of Fund (quarterly)    IBTL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 1,296 β€” β€” 0.00% $27K $20.18

🏒 Other funds also holding IBTL

As of 2025 Q4 β€” sorted by position size

TRUE Private Wealth Advisors 3Y 7Y 3.99% SPRENG CAPITAL MANAGEMENT, INC. 3Y 2.19% Whalen Wealth Management Inc. 2.17% Yoder Wealth Management, Inc. 2.02% Probity Advisors, Inc. 3Y 7Y 1.49% Accretive Wealth Partners, LLC 3Y 1.03% Keeler Thomas Management LLC 3Y 7Y 0.9% FAGAN ASSOCIATES, INC. 3Y 7Y 0.74% EIGHT 31 FINANCIAL, LLC 0.72% Stockman Wealth Management, Inc. 3Y 7Y 0.49%
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