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Ishares Tr shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $685k 26k 26.08
2025-06-30 $613k 24k 25.66
2025-03-31 $548k 22k 25.40
2024-12-31 $537k 21k 25.37

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dbx Etf Tr Xtrack Usd High (HYLB)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

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