IBDQ — ISHARES TR

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  32 quarters on record

This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in ISHARES TR (IBDQ). 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
0.06% (2025 Q2)
Avg. % of fund
0.03%
First filed
2017 Q4
Last filed
2025 Q3
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,820,985 +25,637 +1.4% 0.06% $45.9M $24.93
2025 Q2 ADDED 1,795,348 +149,808 +9.1% 0.06% $45.2M $24.66
2025 Q1 ADDED 1,645,540 +283,175 +20.8% 0.06% $41.4M $24.38
2024 Q4 ADDED 1,362,365 +393,579 +40.6% 0.05% $34.1M $24.12
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBDQ price (monthly, adj. close)

Other funds also holding IBDQ

As of 2025 Q4 — sorted by position size

BRIGHTON SECURITIES CORP. 4.1% IFP Advisors, Inc 3Y 7Y 0.18% Balentine LLC 3Y 7Y 0.02% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0% MERCER GLOBAL ADVISORS INC /ADV 3Y 0.0%
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