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Ishares Trust Barclays shares owned by Cogent Private Wealth

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

Historical chart of Cogent Private Wealth investment in Ishares Trust Barclays

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Trust Barclays by Cogent Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $695k 14k 49.08

More positions owned by Cogent Private Wealth

American Centy Etf Tr Avantis Core Fi (AVIG)
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Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core 60/40 Balan (AOR)
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Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
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American Centy Etf Tr Avantis All Eqt (AVGE)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Global Cr Etf (DGCB)

View all positions for Cogent Private Wealth

Top funds holding Ishares Trust Barclays

Syon Capital
UBS Group
AE Wealth Management
Arvest Investments
LPL Financial
Hancock Bank Trust Department
Wells Fargo & Company
Prepared Retirement Institute
Marcia E. Wade
Advisor Group Holdings
Krilogy Financial
P.J. Schmidt Investment Management
Tiaa Trust, National Association
U.S. Capital Wealth Advisors
Jane Street

View all funds holding Ishares Trust Barclays