Larry Mathis Financial Planning »

iShares Dow Jones US Aerospace & Def.ETF shares owned by Larry Mathis Financial Planning

Quarter-by-quarter ownership of iShares Dow Jones US Aerospace & Def.ETF (ITA) shares owned by Larry Mathis Financial Planning from 13F filings

Historical chart of Larry Mathis Financial Planning investment in iShares Dow Jones US Aerospace & Def.ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Aerospace & Def.ETF held by Larry Mathis Financial Planning 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 Dow Jones US Aerospace & Def.ETF by Larry Mathis Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $512k 2.3k 218.75

More positions owned by Larry Mathis Financial Planning

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr Trust Ishare 0-1 (SHV)
Proshares Tr Hgh Yld Int Rate (HYHG)
Proshares Tr Invt Int Rt Hg (IGHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
NVIDIA Corporation (NVDA)
Exxon Mobil Corporation (XOM)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
McDonald's Corporation (MCD)
JPMorgan Chase & Co. (JPM)
Caterpillar (CAT)

View all positions for Larry Mathis Financial Planning

Top funds holding iShares Dow Jones US Aerospace & Def.ETF

Morgan Stanley
Bank of America Corporation
LPL Financial
UBS Group
Wells Fargo & Company
Ameriprise Financial
Raymond James Financial
BlackRock
Envestnet Asset Management
Citadel Advisors
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
CWM
Advisor Group Holdings
Cetera Investment Advisers

View all funds holding iShares Dow Jones US Aerospace & Def.ETF