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Ishares Tr shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.8M 322k 21.22
2025-06-30 $7.9M 373k 21.04
2025-03-31 $7.5M 364k 20.75
2024-12-31 $6.7M 330k 20.35
2024-09-30 $5.4M 254k 21.22
2024-06-30 $3.8M 188k 20.29
2024-03-31 $2.6M 128k 20.49
2023-09-30 $1.3M 70k 19.39
2022-09-30 $208k 11k 19.55
2022-06-30 $200k 9.6k 20.79