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Ishares Tr shares owned by Commonwealth Equity Services

Quarter-by-quarter ownership of Ishares Tr (IBDZ) shares owned by Commonwealth Equity Services from 13F filings

Historical chart of Commonwealth Equity Services investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Commonwealth Equity Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.4M 165k 26.47
2025-06-30 $3.8M 145k 26.13
2025-03-31 $2.5M 97k 25.78
2024-12-31 $1.3M 50k 25.45
2024-09-30 $684k 26k 26.70
2024-06-30 $331k 13k 25.32

More positions owned by Commonwealth Equity Services

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Value Etf (VTV)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Commonwealth Equity Services

Top funds holding Ishares Tr

Capital Investment Advisors
Golub Group
Royal Bank of Canada
MV Capital Management
Summit Financial
Mb, Levis & Associates
UBS Group
Arrow Financial Corp.
HighTower Advisors
Us Bancorp
Guidance Point Advisors
Paradigm, Strategies in Wealth Management
Lido Advisors
Krilogy Financial
Benjamin Edwards

View all funds holding Ishares Tr