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Ishares Tr shares owned by Capital Investment Advisors

Quarter-by-quarter ownership of Ishares Tr (IBMT) shares owned by Capital Investment Advisors from 13F filings

Historical chart of Capital Investment Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $318k 12k 25.95

More positions owned by Capital Investment Advisors

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Intl Qualty (IQLT)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchange-traded No Amer Energy (EMLP)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr State Street Hea (XLV)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Microsoft Corporation (MSFT)
Ishares Tr Ibds Dec28 Etf (IBDT)
Johnson & Johnson (JNJ)
Home Depot (HD)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2030 (IBDV)

View all positions for Capital Investment Advisors

Top funds holding Ishares Tr

Vishria Bird Financial Group
Jane Street
Ellis Investment Partners
Us Bancorp
Praetorian Wealth Management
Helen Stephens Group
Quantum Financial Advisors
CliftonLarsonAllen Wealth Advisors
Leavell Investment Management
ValMark Advisers
Sanctuary Advisors
Massmutual Trust
CWM
Union Bankshares
Raymond James Financial

View all funds holding Ishares Tr