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Ishares Tr shares owned by Root Financial Partners

Quarter-by-quarter ownership of Ishares Tr (IBDZ) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-09-30 $1.5k 62 24.63

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View all positions for Root Financial Partners

Top funds holding Ishares Tr

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

View all funds holding Ishares Tr