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Ishares Tr shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $493k 21k 23.48
2024-06-30 $352k 16k 22.44
2024-03-31 $356k 16k 22.67

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View all positions for Private Advisor

Top funds holding Ishares Tr

Krilogy Financial
Stratos Wealth Partners
Confluence Investment Management
Raymond James & Associates
Branch Banking & Trust Company
Morgan Stanley
Park Avenue Securities
James Investment Research
Wells Fargo & Company
Royal Bank of Canada
Atlantic Private Wealth
Probity Advisors
Accretive Wealth Partners
HighTower Advisors
Honkamp Krueger Financial Services

View all funds holding Ishares Tr