Beacon Pointe Advisors »

Ishares Trust Barclays shares owned by Beacon Pointe Advisors

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

Historical chart of Beacon Pointe Advisors investment in Ishares Trust Barclays

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Trust Barclays by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.0M 42k 48.73

More positions owned by Beacon Pointe Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation Put Option (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Lennox International (LII)

View all positions for Beacon Pointe Advisors

Top funds holding Ishares Trust Barclays

UBS Group
Syon Capital
AE Wealth Management
LPL Financial
Arvest Investments
Ubs Global Asset Management Americas
Hancock Bank Trust Department
Prepared Retirement Institute
Morgan Stanley
Marcia E. Wade
Wells Fargo & Company
Prudential
Advisor Group Holdings
Bank of America Corporation
Cetera Investment Advisers

View all funds holding Ishares Trust Barclays