4wealth Advisors »

Ishares Tr shares owned by 4wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (IBAT) shares owned by 4wealth Advisors from 13F filings

Historical chart of 4wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by 4wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by 4wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $240k 5.5k 44.01
2026-03-31 $218k 6.6k 32.99

More positions owned by 4wealth Advisors

Spdr Series Trust St Str Blo 1 Etf (BIL)
Northern Lts Fd Tr Iv Mona Proc In Etf (MPRO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Johnson & Johnson (JNJ)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr 0-3 Mth Treasury (SGOV)

View all positions for 4wealth Advisors

Top funds holding Ishares Tr

TD Waterhouse Canada
Steward Partners Investment Advisory
Jane Street
Midwest Financial Partners Investments
Old Mission Capital
Federation des caisses Desjardins du Quebec
Guardian Capital
Citadel Advisors
Sanctuary Advisors
Royal Bank of Canada
Advisory Alpha
LVW Advisors
Glassman Wealth Services
Mercer Global Advisors
Morgan Stanley

View all funds holding Ishares Tr