IBTI — ISHARES TR

Ownership history in Cornerstone Planning, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Cornerstone Planning, LLC reported a position in ISHARES TR (IBTI). 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
1.01% (2025 Q1)
Avg. % of fund
1.01%
First filed
2025 Q1
Last filed
2025 Q1
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q1 INITIATED 120,926 — — 1.01% $2.6M $21.41
% of Fund (quarterly)    IBTI price (monthly, adj. close)

Other funds also holding IBTI

As of 2025 Q4 — sorted by position size

Horizon Advisory Services, Inc. 9.98% MKT Advisors LLC 3Y 5.99% Denver PWM, LLC 3Y 7Y 5.6% EIGHT 31 FINANCIAL, LLC 5.21% MOSELEY INVESTMENT MANAGEMENT INC 3Y 4.87% Wealth Management Strategies, Inc. 4.7% SHELTON WEALTH MANAGEMENT, LLC 3Y 3.74% Asset Advisors Investment Management, LLC 3Y 7Y 2.38% Scissortail Wealth Management, LLC 3Y 2.3% Carmel Capital Partners, LLC 3Y 2.12%
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