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Ishares Tr shares owned by UMA Financial Services

Quarter-by-quarter ownership of Ishares Tr (IBTP) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $104k 4.0k 25.91
2025-06-30 $103k 4.0k 25.71
2025-03-31 $103k 4.0k 25.67
2024-12-31 $99k 4.0k 24.82

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

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