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Ishares Tr shares owned by Curio Wealth

Quarter-by-quarter ownership of Ishares Tr (ICOP) shares owned by Curio Wealth from 13F filings

Historical chart of Curio Wealth investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Curio Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $151 5 30.20
2025-03-31 $128 1 128.00

More positions owned by Curio Wealth

Dfa Us Core Equity Market Etf Etf (DFAU)
Dfa S/t Fixed Income Etf Etf (DFSD)
Dfa Global Core Fixed Income Etf Etf (DFGP)
Avantis Intl Core Equity Etf Etf (AVDE)
Dfa Int Core Equity Etf Etf (DFAI)
Dfa Us Small Cap Etf Etf (DFAS)
Avantis Us Equity Etf Etf (AVUS)
Avantis Emerging Mkt Eq Etf Etf (AVEM)
Dimensional Us Lrge Cp Vctr Etf Etf (DFVX)
Dfa Us Real Estate Etf Etf (DFAR)
Dfa Emerging Markets Etf Etf (DFAE)
Avantis Intl Small Value Etf Etf (AVDV)
Dfa Us Core Equity 2 Etf Etf (DFAC)
Dfa Core Fixed Income Etf Etf (DFCF)
Dfa Us Targeted Value Etf Etf (DFAT)

View all positions for Curio Wealth

Top funds holding Ishares Tr

Municipal Employees' Retirement System of Michigan
Whitney & Company
Citadel Advisors
TD Waterhouse Canada
Jane Street
U.S. Capital Wealth Advisors
SeaCrest Wealth Management
J. Safra Sarasin Holding
LPL Financial
Advisor Group Holdings
Synovus Financial Corp.
HPM Partners
Allie Family Office
Royal Bank of Canada
Sunbelt Securities

View all funds holding Ishares Tr