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Ishares Tr shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of Ishares Tr (IBTM) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $259k 11k 23.13
2025-06-30 $258k 11k 23.03
2025-03-31 $256k 11k 22.89

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Series Trust Portfolio S&p500 (SPLG)
Etf Ser Solutions Aptus Defined (DRSK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Fidelity Wise Origin Bitcoin SHS (FBTC)
NVIDIA Corporation (NVDA)
Strategy Cl A New (MSTR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Compass Ion Advisors

Top funds holding Ishares Tr

Krilogy Financial
Parcion Private Wealth
UBS Group
Raymond James Financial
Janney Montgomery Scott
Confluence Investment Management
Morgan Stanley
D.A. Davidson & Co.
Ameriprise Financial
Branch Banking & Trust Company
Snowden Capital Advisors
Wells Fargo & Company
HighTower Advisors
Cetera Investment Advisers
Atlantic Private Wealth

View all funds holding Ishares Tr