Ishares Tr shares owned by Confluence Investment Management
Quarter-by-quarter ownership of Ishares Tr (IBTM) shares owned by Confluence Investment Management
from 13F filings
Historical chart of Confluence Investment Management investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Confluence Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.7M | 419k | 23.13 |
| 2025-06-30 | $9.9M | 429k | 23.03 |
| 2025-03-31 | $9.8M | 426k | 22.89 |
| 2024-12-31 | $9.5M | 426k | 22.20 |
| 2024-09-30 | $9.8M | 419k | 23.48 |
| 2024-06-30 | $9.7M | 430k | 22.44 |
| 2024-03-31 | $9.8M | 431k | 22.67 |
| 2023-12-31 | $9.9M | 428k | 23.11 |
| 2023-09-30 | $9.9M | 449k | 21.99 |
| 2023-06-30 | $11M | 455k | 23.24 |
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