IBTG — ISHARES TR

Ownership history in Cornerstone Planning, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Planning, LLC reported a position in ISHARES TR (IBTG). 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
2.17% (2025 Q4)
Avg. % of fund
1.63%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 407,892 +282,071 +224.2% 2.17% $9.3M $22.73
2025 Q1 INITIATED 125,821 — — 1.10% $2.9M $22.04
% of Fund (quarterly)    IBTG price (monthly, adj. close)

Other funds also holding IBTG

As of 2025 Q4 — sorted by position size

Horizon Advisory Services, Inc. 9.96% Denver PWM, LLC 3Y 7Y 5.98% MKT Advisors LLC 3Y 5.9% MOSELEY INVESTMENT MANAGEMENT INC 3Y 5.82% Wealth Management Strategies, Inc. 5.46% KOM Wealth Management Group, LLC 3Y 3.95% Atlantic Private Wealth, LLC 3Y 3.74% SHELTON WEALTH MANAGEMENT, LLC 3Y 3.69% Stephens Consulting, LLC 3Y 2.94% Scissortail Wealth Management, LLC 3Y 2.74%
← Back to Cornerstone Planning, LLC Holdings