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Ishares Tr shares owned by Naples Global Advisors

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

Historical chart of Naples Global Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Naples Global Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $285k 13k 22.15

More positions owned by Naples Global Advisors

Apple (AAPL)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Large Cap Etf (VV)
Corning Incorporated (GLW)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Oracle Corporation (ORCL)
Home Depot (HD)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)

View all positions for Naples Global Advisors

Top funds holding Ishares Tr

Aptus Capital Advisors
Mercer Global Advisors
Capital Investment Advisors
Capital Advisors
Wells Fargo & Company
Morgan Stanley
Raymond James Financial
HighTower Advisors
Royal Bank of Canada
Sigma Investment Counselors
Summit Financial
Klingman & Associates
UBS Group
Us Bancorp
Apollon Wealth Management

View all funds holding Ishares Tr