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Ishares Tr shares owned by OFS Enterprise

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

Historical chart of OFS Enterprise investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by OFS Enterprise

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 66k 21.89

More positions owned by OFS Enterprise

Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Ishares Tr Russell 2000 Etf (IWM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 2000 Grw Etf (IWO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Rus 2000 Val Etf (IWN)
PNC Financial Services (PNC)

View all positions for OFS Enterprise

Top funds holding Ishares Tr

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

View all funds holding Ishares Tr