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Ishares Tr shares owned by TrueNorth

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

Historical chart of TrueNorth investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by TrueNorth

Quarter filed Position value Share count Share price at filing
2025-09-30 $55M 731k 75.67
2025-06-30 $54M 731k 74.38
2025-03-31 $51M 753k 67.29
2024-12-31 $50M 780k 64.57

More positions owned by TrueNorth

Vanguard Large Cap Etf (VV)
Ishares Msci Usa Esg Select Etf Etf (SUSA)
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)
Ishares Tr Kld 400 Social Index Etf (DSI)
Schwab US Large-Cap ETF Etf (SCHX)
Vanguard Esg International Stock Etf Etf (VSGX)
Vanguard Esg U.s. Stock Etf Etf (ESGV)
Vanguard Total International Stock Etf Etf (VXUS)
JPMorgan Core Plus Bond ETF Etf (JCPB)
Invesco BulletShares 2030 Corp Bd ETF Etf (BSCU)
Invesco BulletShares 2029 Corp Bd ETF Etf (BSCT)
Schwab US Broad Market ETF Etf (SCHB)
SPDR S&P 500 ETF Trust Etf (SPY)
Schwab US Dividend Equity ETF Etf (SCHD)
Vanguard Total Bond Market ETF Etf (BND)

View all positions for TrueNorth

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