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Ishares Tr shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Ishares Tr (DMAX) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.4M 90k 26.57
2025-12-31 $322k 12k 26.67
2025-09-30 $1.1M 42k 26.42
2025-06-30 $1.1M 42k 25.80
2025-03-31 $698k 28k 24.95

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Envestnet Asset Management

Top funds holding Ishares Tr

BIP Wealth
J. L. Bainbridge & Co
Crown Wealth Group
BlackRock
FC Advisory
Envestnet Asset Management
Crewe Advisors
Grantvest Financial Group
Mercer Global Advisors
Blue Sky Capital Consultants Group
ATX Financial Planning
Encompass More Asset Management
Amplius Wealth Advisors
Creative Planning
Smith & Howard Wealth Management

View all funds holding Ishares Tr