Advisor Group Holdings »

Ishares Tr shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Ishares Tr (IBIE) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $386k 15k 26.46
2025-06-30 $46k 1.7k 26.30
2025-03-31 $16k 625 26.26

More positions owned by Advisor Group Holdings

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Spdr Series Trust Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Select Sector Spdr Tr Technology (XLK)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Advisor Group Holdings

Top funds holding Ishares Tr

TRUE Private Wealth Advisors
Quantum Financial Advisors
Addison Advisors
BlackRock
North Star Investment Management
Penobscot Investment Management Company
Citadel Advisors
Jim Saulnier & Associates
Goldman Sachs Group
Central Trust & Investment
Ark & Tlk Investments
MKT Advisors
Advisor Group Holdings
Creative Planning
LPL Financial

View all funds holding Ishares Tr