Resonant Capital Advisors »

Ishares Tr shares owned by Resonant Capital Advisors

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

Historical chart of Resonant Capital Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Resonant Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 77k 20.93
2025-12-31 $868k 41k 21.15
2025-09-30 $694k 33k 21.22

More positions owned by Resonant Capital Advisors

Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares U S Etf Tr Short Maturity M (MEAR)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Etf Ser Solutions Distillate Us (DSTL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Usa Quality (GARP)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Resonant Capital Advisors

Top funds holding Ishares Tr

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

View all funds holding Ishares Tr