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Ishares Tr shares owned by Adviser Investments

Quarter-by-quarter ownership of Ishares Tr (IBDX) shares owned by Adviser Investments from 13F filings

Historical chart of Adviser Investments investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Adviser Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 159k 25.62
2025-06-30 $3.9M 155k 25.29
2025-03-31 $3.8M 151k 24.99
2024-12-31 $3.3M 134k 24.58
2024-09-30 $437k 17k 25.71

More positions owned by Adviser Investments

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)

View all positions for Adviser Investments

Top funds holding Ishares Tr

Aptus Capital Advisors
Capital Investment Advisors
Wells Fargo & Company
First Interstate Bank
Ameriprise Financial
Morgan Stanley
Summit Financial
Sigma Investment Counselors
Sailer Financial
UBS Group
Goss Wealth Management
MV Capital Management
Sound View Wealth Advisors Group
Us Bancorp
Klingman & Associates

View all funds holding Ishares Tr