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Ishares Tr shares owned by LVW Advisors

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

Historical chart of LVW Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by LVW Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $267k 7.8k 34.11

More positions owned by LVW Advisors

Spdr Series Trust State Street Spd (SPYM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ab Active Etfs Tax Aware Interm (TAFM)
Capital Group International SHS (CGIE)
Ishares Tr Shrt Nat Mun Etf (SUB)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LVW 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