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Ishares Tr shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Private Advisor

Quarter filed Position value Share count Share price at filing
2026-03-31 $620k 12k 49.93

More positions owned by Private Advisor

Apple (AAPL)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPTM)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)

View all positions for Private Advisor

Top funds holding Ishares Tr

Envestnet Asset Management
LPL Financial
Mml Investors Services
Park Avenue Securities
Envestnet Portfolio Solutions
Sanctuary Advisors
BlackRock
Icon Wealth Advisors
Foundations Investment Advisors
One Wealth Advisors
Jane Street
Resources Investment Advisors
Stifel Financial
Buttonwood Financial Group
Detalus Advisors

View all funds holding Ishares Tr