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Ishares Tr shares owned by Advisor OS

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

Historical chart of Advisor OS investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Advisor OS

Quarter filed Position value Share count Share price at filing
2025-12-31 $303k 14k 22.07

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Vanguard Specialized Funds Div App Etf (VIG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Apple (AAPL)
Global X Fds 1-3 Month T-bill (CLIP)
Advisors Inner Circle Fd Iii Brown Advisory (BASG)
Northrop Grumman Corporation (NOC)
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NVIDIA Corporation (NVDA)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
Ishares Tr Rus 1000 Grw Etf (IWF)
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Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Advisor OS

Top funds holding Ishares Tr

Mercer Global Advisors
Aptus Capital Advisors
Capital Investment Advisors
Raymond James Financial
Wells Fargo & Company
Capital Advisors
HighTower Advisors
Royal Bank of Canada
UBS Group
Hm Payson & Co
Sigma Investment Counselors
Summit Financial
Klingman & Associates
Gratus Wealth Advisors
Sound View Wealth Advisors Group

View all funds holding Ishares Tr