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Ishares Tr shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Ishares Tr (IBCA) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Ishares Tr

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All positions including Ishares Tr held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 67k 26.04

More positions owned by J.w. Cole Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Value Etf (VTV)

View all positions for J.w. Cole Advisors

Top funds holding Ishares Tr

Capital Investment Advisors
Mb, Levis & Associates
Lido Advisors
UBS Group
Instrumental Wealth
J.w. Cole Advisors
Royal Bank of Canada
Paradigm, Strategies in Wealth Management
Probity Advisors
Jane Street
Addison Advisors
Guidance Point Advisors
MCF Advisors
Union Bankshares
Adirondack Trust

View all funds holding Ishares Tr