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Ishares Trust Barclays shares owned by Aptus Capital Advisors

Quarter-by-quarter ownership of Ishares Trust Barclays (CMBS) shares owned by Aptus Capital Advisors from 13F filings

Historical chart of Aptus Capital Advisors investment in Ishares Trust Barclays

Tip: Access up to 7 years of quarterly data

All positions including Ishares Trust Barclays held by Aptus Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Trust Barclays by Aptus Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $49k 993 49.07
2021-06-30 $999 22 45.45

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Top funds holding Ishares Trust Barclays

Syon Capital
State of New Jersey Common Pension Fund D
Arvest Investments
UBS Group
AE Wealth Management
Systelligence
LPL Financial
Morgan Stanley
Hancock Bank Trust Department
Wells Fargo & Company
Prepared Retirement Institute
Marcia E. Wade
Advisor Group Holdings
Krilogy Financial
P.J. Schmidt Investment Management

View all funds holding Ishares Trust Barclays