IBTI — ISHARES TR

Ownership history in Essential Planning, LLC.  ·  5 quarters on record

This page tracks every 13F SEC filing in which Essential 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
0.68% (2025 Q4)
Avg. % of fund
0.21%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 95,604 +83,105 +664.9% 0.68% $2.1M $22.23
2025 Q3 ADDED 12,499 +78 +0.6% 0.10% $280K $21.97
2025 Q2 ADDED 12,421 +77 +0.6% 0.10% $278K $21.73
2025 Q1 REDUCED 12,344 -487,663 -97.5% 0.11% $275K $21.41
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% 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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