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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
2023-12-31 $7.0M 147k 47.56

More positions owned by CI Private Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
UnitedHealth (UNH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)

View all positions for CI Private Wealth

Top funds holding Ishares Tr core strm usbd

State of Wisconsin Investment Board
Charles Schwab Investment Management
Trust Point
Bank of America Corporation
Spinnaker Trust
Raymond James & Associates
UBS Group
Mariner Wealth Advisors
Townsend & Associates
Cahaba Wealth Management
Wells Fargo & Company
Prosperity Planning
MBL Wealth
Jpmorgan Chase & Co
Courage Miller Partners

View all funds holding Ishares Tr core strm usbd