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Ishares Tr shares owned by Shared Vision Wealth Group

Quarter-by-quarter ownership of Ishares Tr (LMUB) shares owned by Shared Vision Wealth Group from 13F filings

Historical chart of Shared Vision Wealth Group investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Shared Vision Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $673k 14k 49.93

More positions owned by Shared Vision Wealth Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Mbs Etf (MBB)
Ishares Core Msci Emkt (IEMG)
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Shared Vision Wealth Group

Top funds holding Ishares Tr

Envestnet Asset Management
LPL Financial
Mml Investors Services
Park Avenue Securities
Envestnet Portfolio Solutions
Sanctuary Advisors
BlackRock
Foundations Investment Advisors
One Wealth Advisors
Jane Street
Resources Investment Advisors
Buttonwood Financial Group
Detalus Advisors
Bank of New York Mellon
Tyche Wealth Partners

View all funds holding Ishares Tr