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Ishares Tr shares owned by XML Financial

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

Historical chart of XML Financial investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by XML Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $271k 12k 22.15

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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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Ishares Tr Core Div Grwth (DGRO)
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Vanguard World Inf Tech Etf (VGT)
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View all positions for XML Financial

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