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Ishares Tr shares owned by InvesTrust

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

Historical chart of InvesTrust investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by InvesTrust

Quarter filed Position value Share count Share price at filing
2026-06-30 $676k 32k 20.84

More positions owned by InvesTrust

Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec2026 (IBDR)
Apple (AAPL)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Rus 2000 Grw Etf (IWO)
Microsoft Corporation (MSFT)
Ishares Tr S&p Mc 400gr Etf (IJK)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 2000 Val Etf (IWN)
Intel Corporation (INTC)

View all positions for InvesTrust

Top funds holding Ishares Tr

Aptus Capital Advisors
Bank of America Corporation
Morgan Stanley
Capital Investment Advisors
Raymond James Financial
Capital Advisors
Venture Visionary Partners
HighTower Advisors
Wells Fargo & Company
Sarver Vrooman Wealth Advisors
Royal Bank of Canada
UBS Group
Sigma Investment Counselors
Mercer Global Advisors
Advisors Capital Management

View all funds holding Ishares Tr