IBTF — ISHARES TR

Ownership history in CENTAURUS FINANCIAL, INC.  ·  2 quarters on record

This page tracks every 13F SEC filing in which CENTAURUS FINANCIAL, INC. reported a position in ISHARES TR (IBTF). 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.

Peak position
0.02% (2025 Q3)
Avg. % of fund
0.02%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 18,494 +9,534 +106.4% 0.02% $432K $23.13
2025 Q2 INITIATED 8,960 — — 0.01% $209K $22.88
% of Fund (quarterly)    IBTF price (monthly, adj. close)

Other funds also holding IBTF

As of 2025 Q4 — sorted by position size

Stockman Wealth Management, Inc. 3Y 7Y 0.35% Wick Capital Partners, LLC 3Y 0.26% AllSquare Wealth Management LLC 3Y 7Y 0.12% IFP Advisors, Inc 3Y 7Y 0.04% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0%
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