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Ishares Tr shares owned by Cetera Investment Advisers

Quarter-by-quarter ownership of Ishares Tr (IVVW) shares owned by Cetera Investment Advisers from 13F filings

Historical chart of Cetera Investment Advisers investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Cetera Investment Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Cetera Investment Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 80k 46.57
2025-06-30 $3.4M 75k 45.97
2025-03-31 $3.1M 67k 46.49
2024-12-31 $2.5M 52k 48.96
2024-09-30 $1.2M 25k 50.24
2024-06-30 $1.3M 27k 49.83

More positions owned by Cetera Investment Advisers

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Msci Eafe (IEFA)
Amazon (AMZN)

View all positions for Cetera Investment Advisers

Top funds holding Ishares Tr

Sumitomo Life Insurance
Advisor Group Holdings
Assetmark
Cetera Investment Advisers
Commonwealth Equity Services
Retirement Planning Group
Envestnet Asset Management
Susquehanna International
Insight Wealth Strategies
Old Mission Capital
Janney Montgomery Scott
Sunbelt Securities
Smartleaf Asset Management
FMR

View all funds holding Ishares Tr