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Ishares Tr shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 60k 25.91
2025-06-30 $1.2M 46k 25.71
2025-03-31 $429k 17k 25.67

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Envestnet Asset Management

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