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Ishares Tr shares owned by Chicago Partners Investment

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

Historical chart of Chicago Partners Investment investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.4M 199k 21.95
2025-12-31 $249k 11k 22.09
2025-09-30 $250k 11k 22.24

More positions owned by Chicago Partners Investment

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation Put Option (NVDA)
Dimensional Etf Trust Us Equity Market (DFUS)
Apple (AAPL)
Enterprise Products Partners (EPD)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Energy Transfer Com Ut Ltd Ptn (ET)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Chicago Partners Investment

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