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Ishares Tr shares owned by Parcion Private Wealth

Quarter-by-quarter ownership of Ishares Tr (IBTM) shares owned by Parcion Private Wealth from 13F filings

Historical chart of Parcion Private Wealth investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Parcion Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 902k 23.13
2025-03-31 $21M 937k 22.89

More positions owned by Parcion Private Wealth

Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core Msci Eafe (IEFA)
Coinbase Global Com Cl A (COIN)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr National Mun Etf (MUB)
World Gold Tr Spdr Gld Minis (GLDM)
NVIDIA Corporation (NVDA)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares A I Inno (BAI)
Paccar (PCAR)

View all positions for Parcion Private Wealth

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