Center for Financial Planning »

Ishares Tr shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Ishares Tr (ICOP) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Center for Financial Planning 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 Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $126k 2.6k 47.58

More positions owned by Center for Financial Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds State Street Spd (SPDW)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Microsoft Corporation (MSFT)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Center for Financial Planning

Top funds holding Ishares Tr

Municipal Employees' Retirement System of Michigan
LPL Financial
Spider Management Company
Jane Street
Whitney & Company
Fortis Group Advisors
Citadel Advisors
Steward Partners Investment Advisory
Belvedere Trading
Kera Capital Partners
Marshall Wace
Cambridge Investment Research Advisors
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Titleist Asset Management
HighTower Advisors

View all funds holding Ishares Tr