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Ishares Tr shares owned by Sonata Capital

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

Historical chart of Sonata Capital investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Sonata Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $754k 34k 22.15
2025-06-30 $290k 13k 21.97

More positions owned by Sonata Capital

Ishares Russell 1000 Growth Et Etf (IWF)
Ishares Russell Mid Cap Etf Etf (IWR)
Microsoft Corporation (MSFT)
Ishares Russell 1000 Value Etf Etf (IWD)
Vanguard Total Stock Market Et Etf (VTI)
Apple (AAPL)
Ishares Russell 2000 Value Etf Etf (IWN)
Vanguard High Dividend Yield E Etf (VYM)
Ishares S&p 500 Growth Etf Etf (IVW)
Amazon (AMZN)
Berkshire Hathaway (BRK.B)
Ishares Ibonds Dec 2027 Term C Etf (IBDS)
Ishares S&p Small Cap 600 Etf Etf (IJS)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Spdr S&p 500 Etf Etf (SPY)

View all positions for Sonata Capital

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