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Ishares Tr shares owned by Ascent Group

Quarter-by-quarter ownership of Ishares Tr (ESMV) shares owned by Ascent Group from 13F filings

Historical chart of Ascent Group investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Ascent Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $211k 7.2k 29.16
2025-06-30 $355k 12k 28.92
2023-06-30 $897k 38k 23.88
2022-12-31 $341k 15k 22.72

More positions owned by Ascent Group

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard World Mega Cap Index (MGC)
Ishares Emng Mkts Eqt (EMGF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for Ascent Group

Top funds holding Ishares Tr

BlackRock
Financial Advisors
Tower Research Capital
Citadel Advisors
Perigon Wealth Management
Portfolio Design Labs
Ascent Group
Redwood Park Advisors
CWM
Jpmorgan Chase & Co

View all funds holding Ishares Tr