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Ishares Tr shares owned by Burkett Financial Services

Quarter-by-quarter ownership of Ishares Tr (IBII) shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2026-09-30 $117k 4.8k 24.55

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
MSCI EAFE Hedged Dollar ETF Equity (DBEF)
Vanguard FTSE Developed Markets ETF Equity (VEA)
Eagle Capital Select Equity ETF Equity (EAGL)
JP Morgan Active Emerging Market Equity (JEMA)
Calamos S&P Structured ALT ETF Equity (CPSL)
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Loar Holdings Equity (LOAR)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Schwab Mid Cap Blend ETF Equity (SCHM)
iShares S&P 500 Growth Equity (IVW)

View all positions for Burkett Financial Services

Top funds holding Ishares Tr

Quantum Financial Advisors
Goldman Sachs Group
Central Trust & Investment
Jane Street
Citadel Advisors
Raymond James Financial
IFG Advisory
Ark & Tlk Investments
Flow Traders US
Yoder Wealth Management
4Thought Financial Group
Hanson McClain Advisors
Burkett Financial Services
Asset Dedication
Advisor Group Holdings

View all funds holding Ishares Tr