Form 13-F position report

ISHARES

Reported by Estate Counselors LLC

ETF profile Manager portfolio Source filing
STIP CUSIP 46429B747 Manager CIK 0001559832
Latest reported change

Reported 205,090 shares, up 146,565 (250.4%) from the prior quarter.

Reported value 246.1%; share count 250.4% vs. the prior quarter.

Added
% of reported 13F value 1.8% This manager · Q2 2026
Shares 205,090 Quarter-end amount reported
Reported value $20,951,994 Fair value at quarter end
Consecutive quarters held 6 Through Q2 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

16 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Added 205,090 +146,565 (250.4%) 1.8% $20,951,994 2026-08-07
Q1 2026 New 58,525 +58,525 (0.0%) 0.54% $6,053,241 2026-05-15
Q4 2025 Reduced 0 -104,205 (-100.0%) 0 $0 2026-02-02
Q3 2025 Added 104,205 +15,685 (17.7%) 0.92% $10,770,629 2025-10-31
Q2 2025 Added 88,520 +605 (0.7%) 0.9% $9,109,593 2025-08-11
Q1 2025 New 87,915 +87,915 (0.0%) 0.94% $9,096,565 2025-05-14
Q4 2023 Reduced 0 -332,604 (-100.0%) 0 $0 2024-01-23
Q3 2023 Reduced 332,604 -11,740 (-3.4%) 4.29% $32,235,980 2023-11-02
Q2 2023 Reduced 344,344 -525 (-0.2%) 4.26% $33,607,974 2023-07-31
Q1 2023 Added 344,869 +78,279 (29.4%) 4.52% $34,221,351 2023-05-04
Q4 2022 Added 266,590 +25,020 (10.4%) 3.61% $25,848,566 2023-02-08
Q3 2022 Added 241,570 +86,065 (55.3%) 3.59% $23,217,000 2022-11-04
Q2 2022 Added 155,505 +4,909 (3.3%) 2.35% $15,772,000 2022-08-03
Q1 2022 Added 150,596 +16,932 (12.7%) 2.05% $15,803,000 2022-05-09
Q4 2021 Reduced 133,664 -52,181 (-28.1%) 1.72% $14,152,000 2022-02-14
Q3 2021 Reduced 185,845 -132,665 (-41.7%) 2.46% $19,630,000 2021-11-03
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Institutional context

Who else reported the position

883 managers reported ISHARES for Q2 2026.

Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 44,245,089 +1,966,021 0.07% $4,520,078,291 8 qtrs
Betterment LLC Added 4,553,816 +66,236 0.79% $465,218,000 15 qtrs
LPL Financial LLC Added 4,133,408 +1,009,739 0.09% $422,268,914 53 qtrs
Modera Wealth Management LLC Added 2,554,931 +112,077 2.78% $261,011,729 38 qtrs
RITHOLTZ WEALTH MANAGEMENT Added 2,522,612 +112,809 3.84% $257,710,078 17 qtrs
MORGAN STANLEY Added 2,250,138 +464,579 0.01% $229,874,357 53 qtrs
ENVESTNET ASSET MANAGEMENT INC Added 1,995,879 +870,609 0.05% $203,898,950 50 qtrs
COLDSTREAM CAPITAL MANAGEMENT INC Added 1,860,288 +407,033 2.38% $190,046,998 15 qtrs
Bank of America Corporation Added 1,553,079 +219,681 0.01% $158,662,585 53 qtrs
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP Reduced 1,511,194 -49,006 4.95% $154,384,191 3 qtrs
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Filing details and methodology As reported
Report period
June 30, 2026
Filed
August 07, 2026
Filing type
13F-HR
Position type
0-5 YR TIPS ETF

Voting authority reported

Sole
0
Shared
0
None
205,090

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.