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iShares Russell 1000 Index shares owned by Claro Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Claro Advisors from 13F filings

Historical chart of Claro Advisors investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Claro Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by Claro Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 10k 101.27
2024-06-30 $205k 688 297.54
2019-12-31 $221k 1.2k 178.23

More positions owned by Claro Advisors

Lazard Ltd Shs -a - (LAZ)
Ark Etf Tr Innovation Etf (ARKK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Abbvie (ABBV)
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)
Ishares Tr Global Reit Etf (REET)
Ishares Tr National Mun Etf (MUB)
Mainstay Cbre Global (MEGI)
American Centy Etf Tr Focused Lrg Cap (FLV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr High Yld Systm B (HYDB)
Iron Mountain (IRM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Microchip Technology (MCHP)
Klaviyo Com Ser A (KVYO)

View all positions for Claro Advisors

Top funds holding iShares Russell 1000 Index

Envestnet Asset Management
Bank of America Corporation
M^T Bank Corporation
Morgan Stanley
Pnc Financial Services
Goldman Sachs Group
LPL Financial
BlackRock
Colony
Catalyst Capital Advisors
Millburn Ridgefield
Wells Fargo & Company
Johnson Investment Counsel
Northwestern Mutual Wealth Management Company
Jpmorgan Chase & Co

View all funds holding iShares Russell 1000 Index