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Ishares Tr shares owned by O'Brien Wealth Partners

Quarter-by-quarter ownership of Ishares Tr (IBTK) shares owned by O'Brien Wealth Partners from 13F filings

Historical chart of O'Brien Wealth Partners investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by O'Brien Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by O'Brien Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $253k 13k 19.85

More positions owned by O'Brien Wealth Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Series Trust State Street Spd (SPYM)
Principal Exchange Traded Us Mega Cp Etf (USMC)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Dbx Etf Tr Xtrack Msci Eafe (HDEF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
J P Morgan Exchange Traded F Mortgage Backed (JMTG)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPTI)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Spdr Series Trust State Street Spd (SPTL)
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for O'Brien Wealth Partners

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