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Ishares Tr shares owned by Vista Private Wealth Partners

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

Historical chart of Vista Private Wealth Partners investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Vista Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $14M 695k 19.64

More positions owned by Vista Private Wealth Partners

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Ibond Dec 2030 (IBTK)
Ssga Active Etf Tr State Street Dou (TOTL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Vista Private Wealth Partners

Top funds holding Ishares Tr

Wells Fargo & Company
Mercer Global Advisors
Bank of America Corporation
Envestnet Asset Management
United Capital Financial Advisers
Titleist Asset Management
D.A. Davidson & Co.
Journey Advisory Group
CWM
BlackRock
Raymond James Financial
Mml Investors Services
Hm Payson & Co
Vista Private Wealth Partners
UBS Group

View all funds holding Ishares Tr