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Ishares Inc etp shares owned by Estate Planners Group

Quarter-by-quarter ownership of Ishares Inc etp (EWM) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in Ishares Inc etp

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All positions including Ishares Inc etp held by Estate Planners Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Inc etp by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $81 3 27.33

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding Ishares Inc etp

State of Tennessee, Treasury Department
USS Investment Management
Breakout Capital Partners
UBS Group
Goldman Sachs Group
Sun Life Financial
Whitcomb & Hess
Carrera Capital Advisors
Cairn Investment Group
Millburn Ridgefield
Catalyst Capital Advisors
Korea Investment Corporation
Brian Hackleman
Graham Capital Management
Oppenheimer & Co

View all funds holding Ishares Inc etp