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Ishares Trust Barclays shares owned by Elevated Capital Advisors

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

Historical chart of Elevated Capital Advisors investment in Ishares Trust Barclays

Tip: Access up to 7 years of quarterly data

All positions including Ishares Trust Barclays held by Elevated 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 Elevated Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $461k 9.4k 49.07
2025-06-30 $537k 11k 48.00
2025-03-31 $537k 11k 48.00
2024-12-31 $605k 13k 47.20
2024-09-30 $259k 5.3k 48.93

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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