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Ishares Tr shares owned by Sovran Advisors

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

Historical chart of Sovran Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Sovran Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $913k 18k 50.69

More positions owned by Sovran Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Innovator Etfs Trust Us Eqty Ultra B (USEP)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Amazon (AMZN)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Univrsl Usd (IUSB)
Broadcom (AVGO)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Sovran Advisors

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
Resources Investment Advisors
Buttonwood Financial Group
Detalus Advisors
Bank of New York Mellon
Tyche Wealth Partners
Watershed Private Wealth

View all funds holding Ishares Tr