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Ishares Tr shares owned by Private Advisor

Quarter-by-quarter ownership of Ishares Tr (LQDW) 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
2024-09-30 $1.0M 37k 28.40
2024-06-30 $996k 35k 28.18
2024-03-31 $448k 15k 29.30

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View all positions for Private Advisor

Top funds holding Ishares Tr

Prime Capital Investment Advisors
Bank of America Corporation
Raymond James Financial Services Advisors
Kelly Financial Services
Stifel Financial
Private Advisor
Napa Wealth Management
LPL Financial
SeaCrest Wealth Management
Commonwealth Equity Services
Lloyd Advisory Services
Comprehensive Financial Consultants Institutional
Old Mission Capital
Raymond James & Associates
Tortoise Investment Management

View all funds holding Ishares Tr