Heartwood Wealth Advisors »

Ishares Tr shares owned by Heartwood Wealth Advisors

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

Historical chart of Heartwood Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.6M 486k 19.72

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Russell 1000 Etf Etf (VONE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Vanguard Tax-exempt Bond Etf Etf (VTEB)

View all positions for Heartwood Wealth Advisors

Top funds holding Ishares Tr

Wells Fargo & Company
Mercer Global Advisors
Titleist Asset Management
United Capital Financial Advisers
D.A. Davidson & Co.
Journey Advisory Group
CWM
Mml Investors Services
Raymond James Financial
Hm Payson & Co
MKT Advisors
Wealth Management Strategies
UBS Group
Legacy Private Trust
Waycross Investment Management

View all funds holding Ishares Tr