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Ishares Tr shares owned by Addison Advisors

Quarter-by-quarter ownership of Ishares Tr (IBMS) shares owned by Addison Advisors from 13F filings

Historical chart of Addison Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Addison Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $83k 3.2k 26.08
2025-06-30 $28k 1.1k 25.66
2025-03-31 $15k 605 25.40
2024-12-31 $15k 605 25.37

More positions owned by Addison Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Value (VLUE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Msci Intl Qualty (IQLT)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap E (DFIS)

View all positions for Addison Advisors

Top funds holding Ishares Tr

Mercer Global Advisors
Hartland & Co
Vishria Bird Financial Group
HighTower Advisors
Us Bancorp
Summit Financial
Praetorian Wealth Management
Coldstream Capital Management
Nestegg Advisors
Moseley Investment Management
LBMC Investment Advisors
Quantum Financial Advisors
CliftonLarsonAllen Wealth Advisors
Central Trust & Investment
Union Bankshares

View all funds holding Ishares Tr