Allie Family Office »

Ishares Tr shares owned by Allie Family Office

Quarter-by-quarter ownership of Ishares Tr (SMAX) shares owned by Allie Family Office from 13F filings

Historical chart of Allie Family Office investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Allie Family Office consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Allie Family Office

Quarter filed Position value Share count Share price at filing
2025-03-31 $250k 10k 25.04
2024-12-31 $252k 10k 25.27

More positions owned by Allie Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Emg Mkt Etf (EEM)
Spdr Gold Tr Gold Shs (GLD)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr U.s. Real Es Etf (IYR)
Ishares Gold Tr Ishares New (IAU)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchange-traded Common Shs (FDD)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for Allie Family Office

Top funds holding Ishares Tr

J. L. Bainbridge & Co
Client First Capital
Strategic Blueprint
Grantvest Financial Group
Amplius Wealth Advisors
Jim Saulnier & Associates
Goldman Sachs Group
Citadel Advisors
Crewe Advisors
Crown Wealth Group
FC Advisory
Commonwealth Equity Services
Old Mission Capital
Envestnet Asset Management
Tradition Wealth Management

View all funds holding Ishares Tr