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Ishares Tr shares owned by AlTi Global

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

Historical chart of AlTi Global investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by AlTi Global

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.3M 124k 58.77
2024-06-30 $5.9M 107k 55.69

More positions owned by AlTi Global

Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
First Tr Exchange-traded Energy Inm Partn (EIPX)
Apple (AAPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Gold Tr Gold Shs (GLD)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for AlTi Global

Top funds holding Ishares Tr

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

View all funds holding Ishares Tr