Ishares Tr shares owned by Confluence Investment Management
Quarter-by-quarter ownership of Ishares Tr (IBTL) shares owned by Confluence Investment Management
from 13F filings
Historical chart of Confluence Investment Management investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Confluence Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by Confluence Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 297k | 20.57 |
| 2025-06-30 | $6.3M | 305k | 20.50 |
| 2025-03-31 | $6.2M | 307k | 20.33 |
| 2022-09-30 | $2.4M | 117k | 20.53 |
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