Envestnet Portfolio Solutions »

Ishares Tr shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2025-06-30 $22M 301k 74.44
2025-03-31 $23M 337k 67.34
2024-12-31 $45M 691k 64.62
2024-09-30 $45M 623k 72.04
2024-06-30 $34M 497k 67.43
2024-03-31 $34M 496k 68.13
2023-12-31 $32M 495k 63.88

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trust For Professional Man Activepassive Us (APUE)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Trust For Professional Man Activepassive Cr (APCB)
Trust For Professional Man Activepassive Eq (APIE)

View all positions for Envestnet Portfolio Solutions

Top funds holding Ishares Tr

BlackRock
TrueNorth
Sei Investments
SigFig Wealth Management
Flow Traders US
Hanson McClain Advisors
Adviser Investments
Values Added Financial
Accredited Investors
Bailard
Financial Connections Group
Jpmorgan Chase & Co
HighTower Advisors
Jane Street
Invera Wealth Advisors

View all funds holding Ishares Tr