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Ishares Tr shares owned by Change Path

Quarter-by-quarter ownership of Ishares Tr (HYGW) shares owned by Change Path from 13F filings

Historical chart of Change Path investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Change Path

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 59k 29.86
2025-09-30 $1.7M 56k 30.37
2025-06-30 $1.7M 55k 30.61
2025-03-31 $1.5M 49k 31.45
2024-12-31 $1.6M 50k 31.77

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View all positions for Change Path

Top funds holding Ishares Tr

Envestnet Asset Management
LPL Financial
Hennion & Walsh Asset Management
Cetera Investment Advisers
Pnc Financial Services
Assetmark
Commonwealth Equity Services
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Mml Investors Services
Kelly Financial Services
Diversify Advisory Services
JB Capital
Park Avenue Securities
RiverFront Investment Group

View all funds holding Ishares Tr