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Ishares Tr shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 54k 19.88
2025-06-30 $1.0M 51k 19.84
2025-03-31 $867k 44k 19.66
2024-12-31 $797k 42k 19.19

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dbx Etf Tr Xtrack Usd High (HYLB)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

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