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IBTA · Ibotta, Inc.

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$37.34 +0.92 (+2.53%)
Russell 2000 member Rebalance outlook locked
Market Cap
$843.84M
Shares
23.17M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding IBTA

145 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 357,707 $10,720,479 0.00%
iShares Russell 2000 ETF 263,329 $8,995,319 0.01%
VANGUARD EXTENDED MARKET INDEX FUND 151,885 $4,551,993 0.01%
Fidelity Small Cap Index Fund 110,147 $3,877,174 0.01%
Fidelity Extended Market Index Fund 70,104 $2,401,062 0.01%
iShares Russell 2000 Growth ETF 63,762 $2,178,110 0.01%
Schwab U.S. Small-Cap ETF 63,496 $2,174,738 0.01%
VANGUARD COMMUNICATION SERVICES INDEX FUND 60,089 $2,058,048 0.03%
VANGUARD RUSSELL 2000 INDEX FUND 57,049 $1,953,928 0.01%
Avantis U.S. Small Cap Value ETF 47,247 $1,618,210 0.01%
iShares Russell 2000 Value ETF 28,395 $969,973 0.01%
Fidelity Total Market Index Fund 27,631 $946,362 0.00%
Bridge Builder Tax Managed Small/Mid Cap Fund 26,987 $921,876 0.03%
Hotchkis and Wiley Small Cap Diversified Value Fund 26,200 $894,992 0.10%
PRIMECAP Odyssey Aggressive Growth Fund 25,390 $893,728 0.01%
Schwab Small-Cap Index Fund 24,370 $857,824 0.01%
SmallCap Value Fund II 24,300 $855,360 0.07%
WisdomTree U.S. SmallCap Fund 27,325 $818,930 0.13%
Nuveen Equity Index Fund 22,055 $776,336 0.00%
Amplify Digital Payments ETF 23,549 $705,764 0.44%
Fidelity Series Total Market Index Fund 20,412 $699,111 0.00%
Small Cap Value Fund 22,964 $688,231 0.11%
iShares Core S&P Total U.S. Stock Market ETF 20,005 $683,371 0.00%
Master Small Cap Index Series 18,006 $615,085 0.01%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 17,930 $614,103 0.06%
Fidelity MSCI Communication Services Index ETF 16,299 $573,725 0.03%
Nuveen ESG Small-Cap ETF 16,203 $570,346 0.04%
Nuveen Small Cap Blend Index Fund 13,449 $473,405 0.01%
Invesco BuyBack AchieversTM ETF 13,152 $462,950 0.03%
EQ/2000 Managed Volatility Portfolio 11,462 $391,542 0.01%
VANGUARD RUSSELL 2000 GROWTH INDEX FUND 10,328 $353,734 0.02%
AST Small-Cap Equity Portfolio 10,000 $341,600 0.02%
Avantis U.S. Small Cap Value Fund 9,375 $321,094 0.02%
Multi-Manager Small Cap Equity Strategies Fund 9,300 $318,525 0.02%
Schwab U.S. Broad Market ETF 8,560 $293,180 0.00%
Invesco RAFI US 1500 Small-Mid ETF 7,275 $256,080 0.01%
Avantis U.S. Small Cap Equity ETF 7,403 $253,553 0.01%
LVIP State Street Small-Cap Index Fund 7,300 $249,368 0.01%
Schwab Total Stock Market Index Fund 7,000 $246,400 0.00%
Fidelity ZERO Total Market Index Fund 6,968 $245,274 0.00%
Empower Small Cap Value Fund 6,700 $228,872 0.04%
EQ/Small Company Index Portfolio 6,680 $228,189 0.01%
Fidelity Small Cap Growth Index Fund 6,333 $216,335 0.01%
EQ/AB Small Cap Growth Portfolio 5,670 $193,687 0.01%
VANGUARD BALANCED INDEX FUND 5,947 $178,232 0.00%
T. Rowe Price Extended Equity Market Index Fund 5,186 $177,154 0.01%
Spectrum Fund 5,110 $174,558 0.06%
Global X Russell 2000 ETF 4,778 $168,186 0.01%
Fidelity ZERO Extended Market Index Fund 4,747 $167,094 0.01%
Putnam Dynamic Asset Allocation Growth Fund 4,799 $163,934 0.00%
Showing 1–50 of 145 positions
Key facts CIK 1538379 CUSIP 451051106 13F (30d) 124 filings 124 filers Visit website Investor relations

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