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Ishares Tr cmn shares owned by Unique Wealth

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Unique Wealth from 13F filings

Historical chart of Unique Wealth investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by Unique Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.7M 203k 22.91

More positions owned by Unique Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr National Mun Etf (MUB)
Blackrock Etf Trust Ishares A I Inno (BAI)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus Mid Cap Etf (IWR)
Tcw Etf Trust Transform System (PWRD)
Ab Active Etfs Emerging Mkts Op (EMOP)
Ishares Tr Msci Acwi Etf (ACWI)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Unique Wealth

Top funds holding Ishares Tr cmn

Bank of America Corporation
Envestnet Asset Management
LPL Financial
Branch Banking & Trust Company
Pnc Financial Services
Morgan Stanley
Assetmark
TIAA Wealth Investment Management
Charles Schwab Investment Management
Hanson McClain Advisors
BlackRock
Fund Evaluation Group
Tiaa-cref Individual & Institutional Services
Jordan Park Group
Morningstar Investment Management

View all funds holding Ishares Tr cmn