IBMN ISHARES TR

Ownership history in HighTower Advisors, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which HighTower Advisors, LLC reported a position in ISHARES TR (IBMN). 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
0.03% (2022 Q3)
Avg. % of fund
0.02%
First filed
2020 Q3
Last filed
2025 Q3
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 248,217 -49,720 -16.7% 0.01% $6.6M $26.63
2025 Q2 REDUCED 297,937 -24,688 -7.7% 0.01% $8.0M $26.46
2025 Q1 REDUCED 322,625 -33,819 -9.5% 0.01% $8.6M $26.30
2024 Q4 ADDED 356,444 +66,641 +23.0% 0.01% $9.5M $26.08
2024 Q3 ADDED 289,803 +16,066 +5.9% 0.01% $7.7M $25.95
2024 Q2 ADDED 273,737 +61,930 +29.2% 0.01% $7.3M $25.65
2024 Q1 REDUCED 211,807 -14,199 -6.3% 0.01% $5.6M $25.49
2023 Q4 REDUCED 226,006 -218,340 -49.1% 0.01% $6.0M $25.49
2023 Q3 REDUCED 444,346 -18,298 -4.0% 0.02% $11.6M $24.88
2023 Q2 ADDED 462,644 +20,300 +4.6% 0.02% $12.2M $25.02
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBMN price (monthly, adj. close)

Other funds also holding IBMN

As of 2025 Q4 — sorted by position size

IFP Advisors, Inc 3Y 7Y 0.01% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0%
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