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Ishares Tr shares owned by Stifel Financial

Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Stifel Financial from 13F filings

Historical chart of Stifel Financial investment in Ishares Tr

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All positions including Ishares Tr held by Stifel Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Stifel Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.0M 235k 21.15
2025-09-30 $4.2M 199k 21.22
2025-06-30 $3.9M 185k 21.04
2025-03-31 $933k 45k 20.75
2024-12-31 $884k 43k 20.35
2024-09-30 $889k 42k 21.22
2024-06-30 $393k 19k 20.29
2024-03-31 $395k 19k 20.49
2022-09-30 $18M 926k 19.51
2022-06-30 $19M 922k 20.80