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Ishares Tr shares owned by Cetera Investment Advisers

Quarter-by-quarter ownership of Ishares Tr (IBHG) shares owned by Cetera Investment Advisers from 13F filings

Historical chart of Cetera Investment Advisers investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Cetera Investment Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 192k 22.49
2025-06-30 $1.6M 70k 22.54
2025-03-31 $1.7M 75k 22.33
2024-12-31 $1.6M 71k 22.24
2024-09-30 $1.1M 48k 22.60
2024-06-30 $715k 33k 22.03
2024-03-31 $544k 24k 22.26

More positions owned by Cetera Investment Advisers

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Msci Eafe (IEFA)
Amazon (AMZN)

View all positions for Cetera Investment Advisers

Top funds holding Ishares Tr

LBMC Investment Advisors
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
LPL Financial
Wells Fargo & Company
Keeler THomas Management
Commonwealth Equity Services
HighTower Advisors
Commonwealth Financial Services
Mutual Advisors
Morgan Stanley
J.w. Cole Advisors
Raymond James Financial
Cetera Investment Advisers
Hurley Capital

View all funds holding Ishares Tr