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Ishares Tr shares owned by ValMark Advisers

Quarter-by-quarter ownership of Ishares Tr (IBCA) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2026-03-31 $405k 16k 25.64

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPMD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPSB)
Spdr Series Trust State Street Spd (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust State Street Spd (SPTM)
Flexshares Tr Mornstar Upstr (GUNR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Msci Emrg Chn (EMXC)

View all positions for ValMark Advisers

Top funds holding Ishares Tr

Capital Investment Advisors
Bank of America Corporation
Arrow Financial Corp.
Mb, Levis & Associates
MV Capital Management
Morgan Stanley
Ameriprise Financial
HighTower Advisors
Guidance Point Advisors
Lido Advisors
Krilogy Financial
UBS Group
Raymond James Financial
Addison Advisors
Benjamin Edwards

View all funds holding Ishares Tr