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Ishares Tr shares owned by Sunbelt Securities

Quarter-by-quarter ownership of Ishares Tr (IRTR) shares owned by Sunbelt Securities from 13F filings

Historical chart of Sunbelt Securities investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 7.1k 30.68
2025-06-30 $94k 3.3k 28.20
2025-03-31 $167k 5.9k 28.52
2024-12-31 $94k 3.3k 28.27

More positions owned by Sunbelt Securities

Exxon Mobil Corp Stock (XOM)
Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Ishares Gold Trust Etf (IAU)
Broadcom Stock (AVGO)
Ishares S&p 500 Growth Etf Etf (IVW)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Invesco Qqq Trust Series I Etf (QQQ)
Alpha Architect 1-3 Month Box Etf Etf (BOXX)
Ishares Core S&p 500 Etf Etf (IVV)
Amazon Stock (AMZN)
Spdr S&p 500 Etf Trust Etf (SPY)
Palantir Technologies Inc Cl A Stock (PLTR)
Innovator Defined Wealth Shield Etf Etf (BALT)

View all positions for Sunbelt Securities

Top funds holding Ishares Tr

ValMark Advisers
Jane Street
Sunbelt Securities
Geneos Wealth Management
Ameriflex Group

View all funds holding Ishares Tr