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Ishares Tr shares owned by Apella Capital

Quarter-by-quarter ownership of Ishares Tr (IBTK) shares owned by Apella Capital from 13F filings

Historical chart of Apella Capital investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Apella Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $420k 21k 20.00
2025-06-30 $409k 21k 19.63
2025-03-31 $407k 21k 19.56
2024-12-31 $355k 19k 19.19

More positions owned by Apella Capital

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard World Mega Cap Index (MGC)

View all positions for Apella Capital

Top funds holding Ishares Tr

Wells Fargo & Company
Mercer Global Advisors
Titleist Asset Management
Raymond James Financial
D.A. Davidson & Co.
Envestnet Asset Management
Royal Bank of Canada
Probity Advisors
Legacy Private Trust
Waycross Investment Management
Eight 31 Financial
Trust
Snowden Capital Advisors
Goss Wealth Management
Krilogy Financial

View all funds holding Ishares Tr