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Ishares Tr shares owned by Element Wealth

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

Historical chart of Element Wealth investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Element Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $231k 12k 19.85
2024-12-31 $24k 1.3k 19.19
2024-09-30 $25k 1.3k 20.04
2024-06-30 $24k 1.3k 19.28

More positions owned by Element Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr TRS FLT RT BD (TFLO)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Core Us Aggbd Et (AGG)
Alps Etf Tr Alerian Mlp (AMLP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Element Wealth

Top funds holding Ishares Tr

Wells Fargo & Company
Mercer Global Advisors
Titleist Asset Management
D.A. Davidson & Co.
Journey Advisory Group
CWM
Mml Investors Services
Raymond James Financial
MKT Advisors
Wealth Management Strategies
UBS Group
Legacy Private Trust
Royal Bank of Canada
Eight 31 Financial
Waycross Investment Management

View all funds holding Ishares Tr