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Ishares Trust Barclays shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors investment in Ishares Trust Barclays

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $638 13 49.15
2025-06-30 $633 13 48.77
2025-03-31 $624 13 48.00

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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