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Ishares Tr shares owned by Trust

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

Historical chart of Trust investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $51k 1.9k 26.23
2025-06-30 $50k 1.9k 25.91
2025-03-31 $49k 1.9k 25.56
2024-12-31 $48k 1.9k 25.10
2024-09-30 $51k 1.9k 26.40

More positions owned by Trust

iShares Short Treasury Bond Index ETF Short Treas Bd (SHV)
Vanguard Total Bond Index ETF Total Bnd Mrkt (BND)
iShares Core US Aggregate Bond Index ETF Core Us Aggbd Et (AGG)
Vanguard Growth Index ETF Growth Etf (VUG)
Vanguard Value Index ETF Value Etf (VTV)
SPDR S&P Emerging Markets Dividend ETF S&p Em Mkt Div (EDIV)
Schwab Fundamental Intl Large Co ETF Fundamental Intl (FNDF)
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA)
iShares Russell 1000 Index ETF Rus 1000 Etf (IWB)
Vanguard Mid-Cap Value Index ETF Mcap Vl Idxvip (VOE)
Vanguard Mid-Cap Growth Index ETF Mcap Gr Idxvip (VOT)
JP Morgan Active Growth ETF Active Growth (JGRO)
iShares National Muni Bond Index ETF National Mun Etf (MUB)
iShares IBOXX High Yield Corp Bond Index ETF Iboxx Hi Yd Etf (HYG)
JP Morgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST)

View all positions for Trust

Top funds holding Ishares Tr

Capital Investment Advisors
First Interstate Bank
Summit Financial
Sigma Investment Counselors
Golub Group
Morgan Stanley
MV Capital Management
Envision Financial Planning
Us Bancorp
Wells Fargo & Company
Ameriprise Financial
Arrow Financial Corp.
Rockefeller Capital Management
Mb, Levis & Associates
UBS Group

View all funds holding Ishares Tr