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Ishares shares owned by Private Advisor

Quarter-by-quarter ownership of Ishares (SLVP) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in Ishares

Tip: Access up to 7 years of quarterly data

All positions including Ishares held by Private Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares by Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $230k 8.4k 27.37

More positions owned by Private Advisor

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NVIDIA Corporation (NVDA)
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Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Growth Etf (VUG)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)

View all positions for Private Advisor

Top funds holding Ishares

Fielder Capital Group
180 Wealth Advisors
Morgan Stanley
LPL Financial
HighTower Advisors
Cetera Investment Advisers
Ubs Global Asset Management Americas
Wealthfront Advisers
Citadel Advisors
Turning Point Benefit Group
Capital Wealth Alliance
Walkner Condon Financial Advisors
Mml Investors Services
Atomi Financial Group
Intl Fcstone

View all funds holding Ishares