Leo Wealth »

Ishares Tr shares owned by Leo Wealth

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

Historical chart of Leo Wealth investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Leo Wealth 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 Leo Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $503k 25k 19.87
2025-06-30 $498k 25k 19.84
2025-03-31 $485k 25k 19.66

More positions owned by Leo Wealth

Affirm Hldgs Com Cl A (AFRM)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard World Esg Intl Stk Etf (VSGX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Johnson & Johnson (JNJ)
American Centy Etf Tr Us Eqt Etf (AVUS)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amazon (AMZN)
Apple (AAPL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Blackrock (BLK)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)

View all positions for Leo Wealth

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