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Ishares Tr shares owned by SMART Wealth

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

Historical chart of SMART Wealth investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by SMART Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 27k 49.93

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View all positions for SMART Wealth

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
Stifel Financial
Buttonwood Financial Group
Detalus Advisors
Bank of New York Mellon

View all funds holding Ishares Tr