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Ishares Tr shares owned by Sonata Capital

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

Historical chart of Sonata Capital investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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 $632k 30k 21.23
2025-06-30 $286k 14k 21.03

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
Capital Investment Advisors
Capital Advisors
Morgan Stanley
Venture Visionary Partners
Sarver Vrooman Wealth Advisors
Wells Fargo & Company
Ameriprise Financial
Raymond James Financial
Summit Financial
Sigma Investment Counselors
Advisors Capital Management
Golub Group
UBS Group
Klingman & Associates

View all funds holding Ishares Tr