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Ishares Tr shares owned by Ellis Investment Partners

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

Historical chart of Ellis Investment Partners investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Ellis Investment Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 69k 25.95

More positions owned by Ellis Investment Partners

Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Select Divid Etf (DVY)
Apple (AAPL)
Cohen & Steers REIT/P (RNP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Sp Smcp600vl Etf (IJS)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Ellis Investment Partners

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
Union Bankshares
Leavell Investment Management
ValMark Advisers
Sanctuary Advisors
Massmutual Trust
CWM
Raymond James Financial

View all funds holding Ishares Tr