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Ishares Tr shares owned by Commonwealth Equity Services

Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Commonwealth Equity Services from 13F filings

Historical chart of Commonwealth Equity Services investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Commonwealth Equity Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Commonwealth Equity Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.5M 445k 21.40
2023-12-31 $7.9M 367k 21.64
2023-09-30 $6.3M 308k 20.38
2023-06-30 $6.3M 296k 21.20
2023-03-31 $3.6M 168k 21.53
2022-12-31 $2.3M 113k 20.79
2022-09-30 $1.8M 89k 20.25

More positions owned by Commonwealth Equity Services

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)

View all positions for Commonwealth Equity Services

Top funds holding Ishares Tr

Capital Investment Advisors
Bank of America Corporation
UBS Group
Morgan Stanley
Aptus Capital Advisors
Gateway Advisory
Us Bancorp
Sigma Investment Counselors
Golub Group
Wells Fargo & Company
Royal Bank of Canada
Raymond James Financial Services Advisors
Klingman & Associates
Venture Visionary Partners
Advisors Capital Management

View all funds holding Ishares Tr