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Ishares Tr shares owned by Plan

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

Historical chart of Plan investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Plan

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.3M 86k 50.77

More positions owned by Plan

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Large Cap Cor
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr U S Equity Factr (LRGF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Plan

Top funds holding Ishares Tr

Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Mml Investors Services
Morgan Stanley
Cetera Investment Advisers
Park Avenue Securities
Envestnet Portfolio Solutions
Sanctuary Advisors
KM Capital Management
Vise Technologies
Foundations Investment Advisors
One Wealth Advisors
Resources Investment Advisors
Icon Wealth Advisors

View all funds holding Ishares Tr