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Ishares Tr shares owned by Capital Analysts

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

Historical chart of Capital Analysts investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Capital Analysts

Quarter filed Position value Share count Share price at filing
2023-12-31 $46k 2.4k 19.54
2023-09-30 $44k 2.4k 18.69

More positions owned by Capital Analysts

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Mcp Etf (IJH)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Apple (AAPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Ttl Stk (ITOT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Capital Analysts

Top funds holding Ishares Tr

Wells Fargo & Company
Atwood & Palmer
Nottingham Advisors
Waycross Investment Management
Bank of America Corporation
Raymond James & Associates
Krilogy Financial
Legacy Private Trust
UBS Group
Accretive Wealth Partners
Stockman Asset Management
Probity Advisors
Country Club Bank
Central Trust & Investment
FF Advisors

View all funds holding Ishares Tr