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Ishares Tr shares owned by 55i

Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by 55i from 13F filings

Historical chart of 55i investment in Ishares Tr

Jul 32022Jul 17Jul 31Aug 14Aug 28Sep 11Sep 250.8M1M1.2M1.4M20k25k30k35k40k
Value ($)Share countHistorical LRGF position of 55i Source: stockzoa.comValue ($)Share count

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All positions including Ishares Tr held by 55i consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by 55i

Quarter filed Position value Share count Share price at filing
2022-09-30 $1.5M 42k 36.23
2022-06-30 $769k 20k 37.90

More positions owned by 55i

iShares Core S&P 500 ETF Etf (IVV)
iShares ESG Aware MSCI USA ETF Etf (ESGU)
SPDR Portfolio S&P 500 ETF Etf (SPLG)
iShares MSCI EAFE Value ETF Etf (EFV)
iShares MSCI EAFE Growth ETF Etf (EFG)
iShares MSCI USA Min Vol Facto Etf (USMV)
Vanguard 500 Index Fund Etf (VOO)
iShares S&P 100 ETF Etf (OEF)
iShares Edge MSCI Intl Value F Etf (IVLU)
iShares Core S&P Small-Cap ETF Etf (IJR)
iShares Russell 1000 ETF Etf (IWB)
iShares ESG MSCI USA Leaders E Etf (SUSL)
iShares MSCI Emerg Mkts Min Vo Etf (EEMV)
iShares MSCI USA Quality Facto Etf (QUAL)
Invesco S&P Emerging Markets L Etf (EELV)

View all positions for 55i

Top funds holding Ishares Tr

Alan Leist III
Halbert Hargrove Global Advisors
SigFig Wealth Management
Wells Fargo & Company
Tolleson Wealth Management
Ullmann Financial
Plan
Jpmorgan Chase & Co
Integrated Wealth Concepts
Bsc Private Wealth Management
Cardinal Point Capital Management, ULC
Morgan Stanley
Affinity Wealth Management
Atomi Financial Group
Colony

View all funds holding Ishares Tr