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Ishares shares owned by Private Advisory

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

Historical chart of Private Advisory investment in Ishares

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares by Private Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $326k 12k 27.37
2024-06-30 $201k 18k 11.49

More positions owned by Private Advisory

Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation Call Option (NVDA)
Apple Call Option (AAPL)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Russell 2000 Etf Call Option (IWM)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Netflix (NFLX)
Tesla Motors (TSLA)
Ishares Msci Equal Weite (EUSA)
Costco Wholesale Corporation (COST)
Ishares Msci Sth Kor Etf (EWY)

View all positions for Private Advisory

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