IBTH — ISHARES TR

Ownership history in TRUE Private Wealth Advisors  ·  4 quarters on record

This page tracks every 13F SEC filing in which TRUE Private Wealth Advisors reported a position in ISHARES TR (IBTH). 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
5.0% (2025 Q2)
Avg. % of fund
4.43%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,949,885 -25,343 -1.3% 4.39% $43.8M $22.34
2025 Q3 REDUCED 1,975,228 -4,405 -0.2% 4.54% $44.5M $22.10
2025 Q2 ADDED 1,979,633 +583,522 +41.8% 5.00% $44.5M $21.85
2025 Q1 INITIATED 1,396,111 — — 3.80% $31.3M $21.57
% of Fund (quarterly)    IBTH price (monthly, adj. close)

Other funds also holding IBTH

As of 2025 Q4 — sorted by position size

MKT Advisors LLC 3Y 5.99% Denver PWM, LLC 3Y 7Y 5.58% Wealth Management Strategies, Inc. 5.33% EIGHT 31 FINANCIAL, LLC 4.49% SHELTON WEALTH MANAGEMENT, LLC 3Y 3.73% Atlantic Private Wealth, LLC 3Y 2.81% HM PAYSON & CO 3Y 7Y 2.35% GLOBALT Investments LLC / GA 2.32% Old Port Advisors 3Y 7Y 1.81% Journey Advisory Group, LLC 3Y 1.61%
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