CLS Investments »

Ishares Tr shares owned by CLS Investments

Quarter-by-quarter ownership of Ishares Tr (LMUB) shares owned by CLS Investments from 13F filings

Historical chart of CLS Investments investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by CLS Investments

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.0M 161k 49.93

More positions owned by CLS Investments

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Advisors Inner Circle Fd Ii 3edge Dynamic Fi (EDGF)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Ishares Tr Core S&p500 Etf (IVV)
Apple Call Option (AAPL)
NVIDIA Corporation Call Option (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation Call Option (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Total (IXUS)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)

View all positions for CLS Investments

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