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Ishares Tr shares owned by Wealth Alliance

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

Historical chart of Wealth Alliance investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Wealth Alliance

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.2M 83k 51.22
2026-03-31 $4.1M 82k 49.93

More positions owned by Wealth Alliance

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Isha I In Te Etf (BAI)
NVIDIA Corporation (NVDA)
Alps Etf Tr Alerian Mlp (AMLP)
Ishares Tr S&p 100 Etf (OEF)
Amazon (AMZN)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)

View all positions for Wealth Alliance

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
KM Capital Management
One Wealth Advisors
Sanctuary Advisors
Icon Wealth Advisors
Foundations Investment Advisors
BlackRock
Jane Street

View all funds holding Ishares Tr