IBTF — ISHARES TR

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC 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% (2023 Q1)
Avg. % of fund
0.01%
First filed
2022 Q3
Last filed
2025 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 382,949 -12,495 -3.2% 0.01% $8.9M $23.13
2025 Q2 ADDED 395,444 +1,088 +0.3% 0.01% $9.2M $22.88
2025 Q1 ADDED 394,356 +25,725 +7.0% 0.01% $9.2M $22.65
2024 Q4 ADDED 368,631 +37,001 +11.2% 0.01% $8.6M $22.44
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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