Ishares Trust Barclays shares owned by Tortoise Investment Management
Quarter-by-quarter ownership of Ishares Trust Barclays (CMBS) shares owned by Tortoise Investment Management
from 13F filings
Historical chart of Tortoise Investment Management investment in Ishares Trust Barclays
Tip: Access up to 7 years of quarterly data
All positions including Ishares Trust Barclays held by Tortoise Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Trust Barclays by Tortoise Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $82k | 1.7k | 49.07 |
| 2025-06-30 | $650k | 13k | 48.72 |
| 2025-03-31 | $16M | 330k | 48.00 |
| 2024-12-31 | $16M | 345k | 47.20 |
| 2024-09-30 | $17M | 341k | 48.93 |
| 2024-06-30 | $16M | 342k | 46.95 |
| 2024-03-31 | $16M | 336k | 47.10 |
| 2023-12-31 | $16M | 336k | 46.79 |
| 2023-09-30 | $15M | 334k | 45.04 |
| 2023-06-30 | $15M | 334k | 45.86 |
| 2023-03-31 | $15M | 333k | 46.19 |
| 2022-12-31 | $16M | 341k | 45.91 |
| 2022-09-30 | $16M | 348k | 45.85 |
| 2022-06-30 | $17M | 348k | 48.11 |
| 2022-03-31 | $17M | 337k | 49.85 |
| 2021-12-31 | $17M | 326k | 53.03 |
| 2021-09-30 | $17M | 309k | 54.06 |
| 2021-06-30 | $15M | 274k | 54.38 |
| 2021-03-31 | $9.5M | 176k | 53.86 |
More positions owned by Tortoise Investment Management
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