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Ishares Tr shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $623k 24k 25.62
2025-06-30 $615k 24k 25.29
2025-03-31 $432k 17k 24.99
2024-12-31 $424k 17k 24.58
2024-09-30 $444k 17k 25.71

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View all positions for Private Advisor

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