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Ishares Tr shares owned by Financial Advisors

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

Historical chart of Financial Advisors investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $742k 30k 25.02
2023-09-30 $746k 33k 22.87
2023-06-30 $755k 32k 23.79
2023-03-31 $733k 32k 23.07
2022-12-31 $721k 32k 22.72

More positions owned by Financial Advisors

Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Acwi Exus (HAWX)
Microsoft Corporation (MSFT)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Esg Aware Msci (ESML)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Esg Aw Msci Eafe (ESGD)

View all positions for Financial Advisors

Top funds holding Ishares Tr

Guardian Capital
Financial Advisors
CWM

View all funds holding Ishares Tr