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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
2026-06-30 $1.3M 49k 25.87
2026-03-31 $721k 28k 25.83
2025-12-31 $727k 28k 26.06

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Ishares Semicdtr (SOXX)
Ishares Tr Core Msci Euro (IEUR)
Ishares Msci Japan Etf (EWJ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Zacks Trust Small/mid Cap (SMIZ)
Ishares Tr Ibonds Oct 2030 (IBIG)
Ishares Tr Ibonds Dec 2031 (IBTL)
Ishares Tr Ibonds Oct 2028 (IBIE)
Ishares Tr Core S&p Ttl Stk (ITOT)
First Tr Exchange-traded SHS (FDL)
Ishares Gold Tr Ishares New (IAU)
Alps Etf Tr Alerian Mlp (AMLP)

View all positions for TRUE Private Wealth Advisors

Top funds holding Ishares Tr

Mercer Global Advisors
Hartland & Co
Community Trust & Investment
HighTower Advisors
Kathmere Capital Management
Bank of America Corporation
LBMC Investment Advisors
Praetorian Wealth Management
Wells Fargo & Company
Envestnet Asset Management
United Capital Financial Advisers
Coldstream Capital Management
Central Trust & Investment
CliftonLarsonAllen Wealth Advisors
Lido Advisors

View all funds holding Ishares Tr