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Ishares Tr shares owned by Cary Street Partner Investment Advisory

Quarter-by-quarter ownership of Ishares Tr (LMUB) shares owned by Cary Street Partner Investment Advisory from 13F filings

Historical chart of Cary Street Partner Investment Advisory investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Cary Street Partner Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Cary Street Partner Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $687k 14k 49.93

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Nvidia Corporation Stock (NVDA)
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Vanguard Value Etf Etf (VTV)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)
Technology Select Sector SPDR Fund Etf (XLK)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares Msci Eafe Value Etf Etf (EFV)
Broadcom Stock (AVGO)
Ishares Msci Eafe Growth Etf Etf (EFG)
Ishares Core S&p 500 Etf Etf (IVV)

View all positions for Cary Street Partner Investment Advisory

Top funds holding Ishares Tr

Envestnet Asset Management
LPL Financial
Morgan Stanley
Mml Investors Services
Cetera Investment Advisers
Park Avenue Securities
Envestnet Portfolio Solutions
KM Capital Management
Sanctuary Advisors
Icon Wealth Advisors
Foundations Investment Advisors
BlackRock
One Wealth Advisors
Jane Street
Resources Investment Advisors

View all funds holding Ishares Tr