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Ishares Tr shares owned by Theory Financial

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

Historical chart of Theory Financial investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Theory Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $320k 9.6k 33.20

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Select Sector Spdr Tr State Street Com (XLC)
Vanguard World Financials Etf (VFH)
Ishares Tr Mbs Etf (MBB)
Tidal Trust I Fundstrat Granny (GRNY)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Dbx Etf Tr Xtrack Usd High (HYLB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ishares Semicdtr (SOXX)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Simplify Exchange Traded Fun Managed Futures (CTA)

View all positions for Theory Financial

Top funds holding Ishares Tr

Envestnet Asset Management
LPL Financial
Envestnet Portfolio Solutions
Park Avenue Securities
Jpmorgan Chase & Co
Lido Advisors
Cetera Investment Advisers
Mml Investors Services
CWM
Commonwealth Equity Services
Janney Montgomery Scott
Assetmark
SageView Advisory Group
GeoWealth Management
One Wealth Advisors

View all funds holding Ishares Tr