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MERCER GLOBAL ADVISORS INC /ADV: IBTJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERCER GLOBAL ADVISORS INC /ADV on IBTJ, newest first. How the timeline and the estimate are built.

MERCER GLOBAL ADVISORS INC /ADV held 2,580,593 IBTJ shares at 2026-06-30 per its 13F-HR/A filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,580,593 shares
    Change vs previous 13F +243,655 shares

    0.07% of the 13F portfolio, value $55,869,838.

    13F-HR/A 0000853758-26-000016 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,336,938 shares
    Change vs previous 13F +371,655 shares

    0.08% of the 13F portfolio, value $51,045,735.

    13F-HR 0000853758-26-000014 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,965,283 shares
    Change vs previous 13F +918,666 shares

    0.07% of the 13F portfolio, value $43,134,245.

    13F-HR 0000853758-26-000013 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,046,617 shares
    Change vs previous 13F +447,238 shares

    0.04% of the 13F portfolio, value $22,978,475.

    13F-HR 0000853758-25-000007 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 599,379 shares
    Change vs previous 13F +169,410 shares

    0.03% of the 13F portfolio, value $13,138,398.

    13F-HR 0000853758-25-000006 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 429,969 shares
    Change vs previous 13F +48,913 shares

    0.02% of the 13F portfolio, value $9,360,432.

    13F-HR 0000853758-25-000005 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 381,056 shares
    Change vs previous 13F +56,614 shares

    0.02% of the 13F portfolio, value $8,126,519.

    13F-HR 0000853758-25-000002 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 324,442 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,165,649.

    13F-HR 0000853758-24-000010 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).