Benjamin Edwards »

Ishares Tr shares owned by Benjamin Edwards

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

Historical chart of Benjamin Edwards investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Benjamin Edwards

Quarter filed Position value Share count Share price at filing
2025-09-30 $689k 27k 25.91
2025-06-30 $594k 23k 25.71

More positions owned by Benjamin Edwards

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Home Depot (HD)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Amphenol Corp Cl A (APH)
Abbvie (ABBV)
Wal-Mart Stores (WMT)
World Gold Tr Spdr Gld Minis (GLDM)
Broadcom (AVGO)

View all positions for Benjamin Edwards

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