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Ishares Tr shares owned by Independent Financial Group

Quarter-by-quarter ownership of Ishares Tr (ISVL) shares owned by Independent Financial Group from 13F filings

Historical chart of Independent Financial Group investment in Ishares Tr

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All positions including Ishares Tr held by Independent Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.0M 145k 48.11

More positions owned by Independent Financial Group

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Microsoft Corporation (MSFT)
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Vanguard Index Fds Total Stk Mkt (VTI)
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View all positions for Independent Financial Group

Top funds holding Ishares Tr

Peregrine Asset Advisers
Independent Financial Group
Jane Street
Bank of America Corporation
Advisor Group Holdings
Flow Traders US
Valued Wealth Advisors
Goss Wealth Management
UBS Group
Creative Planning
Royal Bank of Canada
Raymond James Financial
Quantinno Capital Management
Glass Jacobson Investment Advisors
Mercer Global Advisors

View all funds holding Ishares Tr