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Ishares Tr shares owned by BIP Wealth

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

Historical chart of BIP Wealth investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by BIP Wealth

Quarter filed Position value Share count Share price at filing
2026-09-30 $693k 37k 18.99
2026-06-30 $656k 34k 19.54
2026-03-31 $717k 36k 19.72
2025-12-31 $1.2M 59k 19.84

More positions owned by BIP Wealth

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Vanguard Index Fds Mrngstr Val Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr Series Trust St Shor Corp Etf (SPSB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Dimensional Etf Trust Us Cor Equ 2 Etf
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for BIP Wealth

Top funds holding Ishares Tr

Wells Fargo & Company
Mercer Global Advisors
Bank of America Corporation
Financial Advisory Corp
Envestnet Asset Management
BlackRock
United Capital Financial Advisers
Hm Payson & Co
Horizon Advisory Services
Mml Investors Services
Titleist Asset Management
D.A. Davidson & Co.
Journey Advisory Group
Ameriprise Financial
MKT Advisors

View all funds holding Ishares Tr