Crewe Advisors »

Ishares Tr shares owned by Crewe Advisors

Quarter-by-quarter ownership of Ishares Tr (DMAX) shares owned by Crewe Advisors from 13F filings

Historical chart of Crewe Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Crewe 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 by Crewe Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $999k 38k 26.42
2025-06-30 $975k 38k 25.80
2025-03-31 $943k 38k 24.95

More positions owned by Crewe Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard World Esg Us Stk Etf (ESGV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Small Cp Etf (VB)
Tesla Motors (TSLA)

View all positions for Crewe Advisors

Top funds holding Ishares Tr

Strategic Blueprint
Crown Wealth Group
BlackRock
FC Advisory
Grantvest Financial Group
KM Capital Management
Blue Sky Capital Consultants Group
Envestnet Asset Management
Crewe Advisors
Amplius Wealth Advisors
Elwood & Goetz Wealth Advisory Group
Cetera Investment Advisers
Creative Planning
Susquehanna International
Crosspoint Financial

View all funds holding Ishares Tr