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Ishares Tr shares owned by U.S. Capital Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (IBTK) shares owned by U.S. Capital Wealth Advisors from 13F filings

Historical chart of U.S. Capital Wealth Advisors investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by U.S. Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $928k 47k 19.88
2025-06-30 $902k 46k 19.84
2025-03-31 $847k 43k 19.66

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View all positions for U.S. Capital Wealth Advisors

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