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Ishares Tr shares owned by Silver Oak Securities

Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by Silver Oak Securities from 13F filings

Historical chart of Silver Oak Securities investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Silver Oak Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Silver Oak Securities

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.9M 25k 75.63
2024-03-31 $996k 19k 53.81

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Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
First Tr Exchange-traded A Com Shs (FEX)

View all positions for Silver Oak Securities

Top funds holding Ishares Tr

Alan Leist III
Halbert Hargrove Global Advisors
Wells Fargo & Company
SigFig Wealth Management
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Tolleson Wealth Management
Plan
Modern Wealth Management
Bsc Private Wealth Management
Ullmann Financial
Atomi Financial Group
Cardinal Point Capital Management, ULC
Envestnet Asset Management
Integrated Wealth Concepts
Jpmorgan Chase & Co

View all funds holding Ishares Tr