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Ishares Tr shares owned by Spinnaker Trust

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

Historical chart of Spinnaker Trust investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Spinnaker Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $401k 16k 25.53

More positions owned by Spinnaker Trust

State Street SPDR Portfolio S&P Equities (SPYM)
Technology Select Sector SPDR Equities (XLK)
iShares ESG MSCI EAFE ETF Equities (ESGD)
iShares MSCI USA ESG Select ETF Equities (SUSA)
iShares Core 1-5 Year USD Bond Equities (ISTB)
3M Company Equities (MMM)
Apple Equities (AAPL)
Microsoft Corp Equities (MSFT)
Berkshire Hathaway Inc - CL B Equities (BRK.B)
BlackRock US Equity Factor Rota Equities (DYNF)
iShares Gold Trust Equities (IAU)
Alphabet Inc CL C Equities (GOOG)
Financial Select Sector SPDR Equities (XLF)
Healthcare Select Sector SPDR Equities (XLV)
SPDR S&P 500 ETF Trust Equities (SPY)

View all positions for Spinnaker Trust

Top funds holding Ishares Tr

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

View all funds holding Ishares Tr