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Ishares Tr shares owned by JPL Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBTL) shares owned by JPL Wealth Management from 13F filings

Historical chart of JPL Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by JPL Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by JPL Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $87k 4.2k 20.57

More positions owned by JPL Wealth Management

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
UnitedHealth (UNH)
Broadcom (AVGO)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Chevron Corporation (CVX)
Caterpillar (CAT)
Abbvie (ABBV)
Costco Wholesale Corporation (COST)
Ishares Tr S&p 100 Etf (OEF)

View all positions for JPL Wealth Management

Top funds holding Ishares Tr

Wells Fargo & Company
TRUE Private Wealth Advisors
Federation des caisses Desjardins du Quebec
Krilogy Financial
Goss Wealth Management
Ameriprise Financial
Morgan Stanley
Probity Advisors
Park Avenue Securities
Snowden Capital Advisors
Headland Capital
Confluence Investment Management
Foronjy Financial
UBS Group
Fagan Associates

View all funds holding Ishares Tr