SRS Capital Advisors »

Ishares Tr msci lw crb tg shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of Ishares Tr msci lw crb tg (CRBN) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in Ishares Tr msci lw crb tg

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci lw crb tg held by SRS Capital 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 Tr msci lw crb tg by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.9M 7.3k 252.97
2025-06-30 $3.2M 15k 211.82

More positions owned by SRS Capital Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Comfort Systems USA (FIX)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for SRS Capital Advisors

Top funds holding Ishares Tr msci lw crb tg

Betterment
Morgan Stanley
UBS Group
Aspiriant
Allianz Se
Bank of America Corporation
Investure
Alliancebernstein
Jpmorgan Chase & Co
BSW Wealth Partners
Royal Bank of Canada
Wells Fargo & Company
National Philanthropic Trust
Ameriprise Financial
AlTi Global

View all funds holding Ishares Tr msci lw crb tg