Envestnet Asset Management »

Ishares Tr shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Ishares Tr (IBDX) 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 $4.8M 186k 25.62
2025-06-30 $5.7M 225k 25.29
2025-03-31 $4.8M 193k 24.99
2024-12-31 $3.1M 127k 24.58
2024-09-30 $2.6M 100k 25.71
2024-06-30 $2.0M 82k 24.56
2024-03-31 $1.6M 63k 24.81
2023-09-30 $1.5M 63k 23.48

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Envestnet Asset Management

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