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Ishares Tr shares owned by Capital Advisors

Quarter-by-quarter ownership of Ishares Tr (ITDG) 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
2026-06-30 $3.0k 60 50.00
2026-03-31 $0 3 0.00
2025-12-31 $11k 101 108.91

More positions owned by Capital Advisors

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

View all positions for Capital Advisors

Top funds holding Ishares Tr

LPL Financial
Sunbelt Securities
Chevoit Value Management
Capital Advisors

View all funds holding Ishares Tr