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Ishares Tr shares owned by Mutual Advisors

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

Historical chart of Mutual Advisors investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Mutual Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $438k 18k 25.10
2024-06-30 $435k 18k 24.92
2024-03-31 $424k 17k 24.81
2023-12-31 $272k 11k 25.23

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Top funds holding Ishares Tr

Wells Fargo & Company
First Interstate Bank
Aptus Capital Advisors
Capital Investment Advisors
Bank of America Corporation
Gateway Advisory
Golub Group
Sigma Investment Counselors
MV Capital Management
Raymond James Financial Services Advisors
Arrow Financial Corp.
Us Bancorp
Goss Wealth Management
Rockefeller Capital Management
Morgan Stanley

View all funds holding Ishares Tr