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Ishares Tr shares owned by Ballast Advisors

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

Historical chart of Ballast Advisors investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Ballast Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $30k 1.2k 25.88

More positions owned by Ballast Advisors

Schwab U.s. Large-cap Value Etf Etf (SCHV)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab International Etf (SCHF)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Ishares Core Us Etf (AGG)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Enterprise Products Partners (EPD)
Microsoft Corporation (MSFT)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Taiwan Semiconductor Mfg (TSM)
Berkshire Hathaway (BRK.B)
NVIDIA Corporation (NVDA)
Schwab U.s. Small-cap Etf Etf (SCHA)
Uber Technologies (UBER)

View all positions for Ballast Advisors

Top funds holding Ishares Tr

Capital Investment Advisors
Summit Financial
Sarver Vrooman Wealth Advisors
Morgan Stanley
Aptus Capital Advisors
Golub Group
Bank of America Corporation
Sigma Investment Counselors
MV Capital Management
Royal Bank of Canada
Wells Fargo & Company
Mb, Levis & Associates
Ameriprise Financial
Stony Point Wealth Management
PFG Private Wealth Management

View all funds holding Ishares Tr