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Ishares Tr shares owned by 55i

Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by 55i from 13F filings

Historical chart of 55i investment in Ishares Tr

Jan 2021Apr 2021Jul 2021Oct 2021Jan 2022Apr 2022Jul 2022Oct 20222M4M6M50k100k150k
Value ($)Share countHistorical DMXF position of 55i Source: stockzoa.comValue ($)Share count

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All positions including Ishares Tr held by 55i consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by 55i

Quarter filed Position value Share count Share price at filing
2022-09-30 $7.1M 153k 46.58
2022-06-30 $6.4M 123k 52.15
2022-03-31 $7.1M 116k 61.00
2021-12-31 $5.8M 84k 68.77
2021-09-30 $4.8M 70k 67.77
2021-06-30 $3.7M 54k 67.70
2021-03-31 $2.2M 34k 64.91
2020-12-31 $1.0M 16k 63.21

More positions owned by 55i

iShares Core S&P 500 ETF Etf (IVV)
iShares ESG Aware MSCI USA ETF Etf (ESGU)
SPDR Portfolio S&P 500 ETF Etf (SPLG)
iShares MSCI EAFE Value ETF Etf (EFV)
iShares MSCI EAFE Growth ETF Etf (EFG)
iShares MSCI USA Min Vol Facto Etf (USMV)
Vanguard 500 Index Fund Etf (VOO)
iShares S&P 100 ETF Etf (OEF)
iShares Edge MSCI Intl Value F Etf (IVLU)
iShares Core S&P Small-Cap ETF Etf (IJR)
iShares Russell 1000 ETF Etf (IWB)
iShares ESG MSCI USA Leaders E Etf (SUSL)
iShares MSCI Emerg Mkts Min Vo Etf (EEMV)
iShares MSCI USA Quality Facto Etf (QUAL)
Invesco S&P Emerging Markets L Etf (EELV)

View all positions for 55i

Top funds holding Ishares Tr

Envestnet Asset Management
BlackRock
TrueNorth
LPL Financial
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
SigFig Wealth Management
Sei Investments
Hanson McClain Advisors
Cetera Investment Advisers
Park Avenue Securities
Mml Investors Services
Thrivent Financial for Lutherans
Adviser Investments
Balanced Rock Investment Advisors

View all funds holding Ishares Tr