D.B. Root & Company »

Ishares Tr shares owned by D.B. Root & Company

Quarter-by-quarter ownership of Ishares Tr (ISVL) shares owned by D.B. Root & Company from 13F filings

Historical chart of D.B. Root & Company investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by D.B. Root & Company 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 D.B. Root & Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $361k 8.0k 45.25
2025-06-30 $343k 8.2k 42.02

More positions owned by D.B. Root & Company

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)
Innovator Etfs Trust Buffer Step Up S (BSTP)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dick's Sporting Goods (DKS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)

View all positions for D.B. Root & Company

Top funds holding Ishares Tr

Peregrine Asset Advisers
Goss Wealth Management
Creative Planning
Valued Wealth Advisors
Glass Jacobson Investment Advisors
Raymond James Financial
Wealth Enhancement Advisory Services
Aurelius Family Office
D.B. Root & Company
Commonwealth Equity Services
Crescent Grove Advisors
UBS Group
Advisor Group Holdings
Burns Matteson Capital Management
Jpmorgan Chase & Co

View all funds holding Ishares Tr