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Ishares Tr core strm usbd shares owned by CI Private Wealth

Quarter-by-quarter ownership of Ishares Tr core strm usbd (ISTB) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Ishares Tr core strm usbd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core strm usbd held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core strm usbd by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 67k 48.68
2024-06-30 $6.5M 136k 47.47
2024-03-31 $6.9M 145k 47.44
2023-12-31 $7.0M 147k 47.56

More positions owned by CI Private Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Costco Wholesale Corporation (COST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for CI Private Wealth

Top funds holding Ishares Tr core strm usbd

Acorns Advisers
Trust Point
Charles Schwab Investment Management
BlackRock
BlackRock
Raymond James Financial Services Advisors
Spinnaker Trust
Mariner Wealth Advisors
Townsend & Associates
Bank of America Corporation
Cahaba Wealth Management
Royal Bank of Canada
Prosperity Planning
Jpmorgan Chase & Co
MBL Wealth

View all funds holding Ishares Tr core strm usbd