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Ishares Tr shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $727k 28k 26.06

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibonds Oct 2028 (IBIE)
Ishares Tr Ibonds Dec 2031 (IBTL)
Ishares Tr Ibonds Oct 2030 (IBIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Euro (IEUR)
Ishares Tr Core S&p Ttl Stk (ITOT)
First Tr Exchange-traded SHS (FDL)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Ishares Tr Ishares Semicdtr (SOXX)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for TRUE Private Wealth Advisors

Top funds holding Ishares Tr

Mercer Global Advisors
Hartland & Co
Kathmere Capital Management
Vishria Bird Financial Group
HighTower Advisors
Us Bancorp
LBMC Investment Advisors
Jane Street
Wells Fargo & Company
Praetorian Wealth Management
Coldstream Capital Management
Central Trust & Investment
Goss Wealth Management
Summit Financial
Moseley Investment Management

View all funds holding Ishares Tr