Ishares Tr shares owned by Compass Ion Advisors
Quarter-by-quarter ownership of Ishares Tr (IBTL) shares owned by Compass Ion Advisors
from 13F filings
Historical chart of Compass Ion Advisors investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by Compass Ion Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $539k | 26k | 20.57 |
| 2025-06-30 | $537k | 26k | 20.50 |
| 2025-03-31 | $532k | 26k | 20.33 |
| 2024-12-31 | $518k | 26k | 19.80 |
| 2024-09-30 | $545k | 26k | 20.82 |
| 2024-06-30 | $528k | 26k | 20.16 |
| 2024-03-31 | $528k | 26k | 20.16 |
| 2023-12-31 | $538k | 26k | 20.54 |