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Ishares Trust Barclays shares owned by Spurstone Advisory Services

Quarter-by-quarter ownership of Ishares Trust Barclays (CMBS) shares owned by Spurstone Advisory Services from 13F filings

Historical chart of Spurstone Advisory Services investment in Ishares Trust Barclays

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All positions including Ishares Trust Barclays held by Spurstone Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Trust Barclays by Spurstone Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $98 2 49.00
2025-09-30 $98 2 49.00
2025-06-30 $97 2 48.50
2025-03-31 $96 2 48.00

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View all positions for Spurstone Advisory Services

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