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Ishares Tr shares owned by Capital Advisors

Quarter-by-quarter ownership of Ishares Tr (ITDE) shares owned by Capital Advisors from 13F filings

Historical chart of Capital Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $53k 1.5k 35.93

More positions owned by Capital Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (EAGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr S&p Mc 400gr Etf (IJK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (SDY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Capital Advisors

Top funds holding Ishares Tr

Susquehanna International
Sunbelt Securities
Capital Advisors
Geneos Wealth Management
Royal Bank of Canada
Advisor Group Holdings
MAI Wealth Advisors
UBS Group

View all funds holding Ishares Tr