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Ishares Trust Barclays shares owned by Arete Wealth Advisors

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

Historical chart of Arete Wealth Advisors investment in Ishares Trust Barclays

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Trust Barclays by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $809k 17k 49.09
2025-09-30 $750k 15k 49.04

More positions owned by Arete Wealth Advisors

Walt Disney Company (DIS)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr Series Trust Portfolio Agrgte (SPAB)
Putnam Etf Trust Focused Lar Cap (PVAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPYM)
Ishares Tr Eafe Value Etf (EFV)
Alphabet Inc Cap Stk Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Arete Wealth Advisors

Top funds holding Ishares Trust Barclays

Syon Capital
UBS Group
AE Wealth Management
Arvest Investments
LPL Financial
Hancock Bank Trust Department
Prepared Retirement Institute
Prudential
Marcia E. Wade
Wells Fargo & Company
Advisor Group Holdings
Cetera Investment Advisers
Krilogy Financial
Raymond James Financial
Ameriprise Financial

View all funds holding Ishares Trust Barclays