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Ishares Tr shares owned by AssuredPartners Investment Advisors

Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by AssuredPartners Investment Advisors from 13F filings

Historical chart of AssuredPartners Investment Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by AssuredPartners Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.2M 102k 21.81

More positions owned by AssuredPartners Investment Advisors

Spdr Series Trust State Street Spd (BIL)
Vanguard Index Fds Large Cap Etf (VV)
Fidelity Covington Trust High Divid Etf (FDVV)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPTM)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Us Sml Cap Eqt (SMLF)
JPMorgan Chase & Co. (JPM)
L3harris Technologies (LHX)

View all positions for AssuredPartners Investment Advisors

Top funds holding Ishares Tr

Bank of America Corporation
Aptus Capital Advisors
Mercer Global Advisors
Morgan Stanley
Capital Investment Advisors
Raymond James Financial
Capital Advisors
Wells Fargo & Company
Royal Bank of Canada
Hm Payson & Co
HighTower Advisors
UBS Group
Lido Advisors
Sound View Wealth Advisors Group
Sigma Investment Counselors

View all funds holding Ishares Tr