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Ishares Tr shares owned by Adviser Investments

Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Adviser Investments from 13F filings

Historical chart of Adviser Investments investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Adviser Investments

Quarter filed Position value Share count Share price at filing
2024-12-31 $7.3M 344k 21.36
2024-09-30 $5.5M 250k 22.17

More positions owned by Adviser Investments

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Ser Tr Portfolio Crport (SPBO)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Adviser Investments

Top funds holding Ishares Tr

Aptus Capital Advisors
Bank of America Corporation
Ameriprise Financial
Capital Investment Advisors
Raymond James Financial
Capital Advisors
Morgan Stanley
Wells Fargo & Company
Raymond James Financial Services Advisors
HighTower Advisors
Venture Visionary Partners
Royal Bank of Canada
Gateway Advisory
Sigma Investment Counselors
Us Bancorp

View all funds holding Ishares Tr