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Ishares Tr shares owned by Asset Dedication

Quarter-by-quarter ownership of Ishares Tr (IBTP) shares owned by Asset Dedication from 13F filings

Historical chart of Asset Dedication investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Asset Dedication

Quarter filed Position value Share count Share price at filing
2025-09-30 $26k 1.0k 25.91
2025-06-30 $13k 517 25.71
2025-03-31 $6.3k 245 25.67

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Top funds holding Ishares Tr

Union Bankshares
Golub Group
Confluence Investment Management
LPL Financial
D.A. Davidson & Co.
Royal Bank of Canada
Atlantic Private Wealth
Cetera Investment Advisers
Kestra Advisory Services
Commonwealth Equity Services
Accretive Wealth Partners
HighTower Advisors
Probity Advisors
Mercer Global Advisors
Stifel Financial

View all funds holding Ishares Tr