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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

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

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Quarterly reported holdings in Ishares Tr by 4wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $218k 6.6k 32.99

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View all positions for 4wealth Advisors

Top funds holding Ishares Tr

Steward Partners Investment Advisory
Jane Street
Midwest Financial Partners Investments
Guardian Capital
Federation des caisses Desjardins du Quebec
Citadel Advisors
Advisory Alpha
LVW Advisors
Sanctuary Advisors
4wealth Advisors
Morgan Stanley
Glassman Wealth Services
Sunbelt Securities
N.E.W. Advisory Services
Manchester Capital Management

View all funds holding Ishares Tr