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Ishares Tr shares owned by Quantum Financial Advisors

Quarter-by-quarter ownership of Ishares Tr (IBIK) shares owned by Quantum Financial Advisors from 13F filings

Historical chart of Quantum Financial Advisors investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Quantum Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.8M 110k 25.64
2025-09-30 $2.9M 109k 26.21
2025-06-30 $2.8M 108k 25.82
2025-03-31 $2.8M 108k 25.90
2024-12-31 $270k 11k 24.63

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View all positions for Quantum Financial Advisors

Top funds holding Ishares Tr

HighTower Advisors
D.A. Davidson & Co.
Quantum Financial Advisors
Park Avenue Securities
Goldman Sachs Group
Wealth Alliance Advisory Group
Bradley & Co. Private Wealth Management
Mendota Financial Group
Central Trust & Investment
Sontag Advisory

View all funds holding Ishares Tr