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Ishares Tr shares owned by Guidance Point Advisors

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

Historical chart of Guidance Point Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Guidance Point Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.3M 239k 26.47
2025-06-30 $5.6M 213k 26.13
2025-03-31 $5.1M 197k 25.79
2024-12-31 $4.8M 187k 25.45
2024-09-30 $4.3M 161k 26.71

More positions owned by Guidance Point Advisors

JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Ibonds Dec 2031 (IBDW)
Ishares Tr Ibonds Dec 2032 (IBDX)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2030 (IBDV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Ibonds Dec 2034 (IBDZ)

View all positions for Guidance Point Advisors

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