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Ishares Tr shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $670k 30k 22.69
2026-03-31 $677k 30k 22.93
2025-12-31 $679k 29k 23.08
2025-09-30 $680k 29k 23.13
2025-06-30 $673k 29k 23.03

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Nvidia Corporation Stock (NVDA)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Amazon Stock (AMZN)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Vanguard Morningstar Small-cap Etf Etf (VB)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Ishares Tr

Krilogy Financial
UBS Group
Morgan Stanley
Confluence Investment Management
Raymond James Financial
D.A. Davidson & Co.
Branch Banking & Trust Company
Titleist Asset Management
Probity Advisors
Envestnet Asset Management
Legacy Private Trust
Snowden Capital Advisors
Wells Fargo & Company
United Capital Financial Advisers
Ameriprise Financial

View all funds holding Ishares Tr