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Ishares Tr shares owned by Austin Private Wealth

Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Austin Private Wealth from 13F filings

Historical chart of Austin Private Wealth investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Austin Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Austin Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $258k 12k 22.07
2025-09-30 $234k 11k 22.15
2025-06-30 $225k 10k 21.98

More positions owned by Austin Private Wealth

Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust State Street Spd (TFI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Blackrock Etf Trust Ishares Us Thema (THRO)
Blackrock Etf Trust Ishares A I Inno (BAI)

View all positions for Austin Private Wealth

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