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Ishares Tr shares owned by Kovack Advisors

Quarter-by-quarter ownership of Ishares Tr (SMAX) shares owned by Kovack Advisors from 13F filings

Historical chart of Kovack Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Kovack Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $397k 15k 26.82
2025-12-31 $107 15k 0.01

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Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Tesla Motors (TSLA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Alphabet Cap Stk Cl A (GOOGL)
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Alphabet Cap Stk Cl C (GOOG)
Strategy Series A Perp Pf (STRK)
Meta Platforms Cl A (META)

View all positions for Kovack Advisors

Top funds holding Ishares Tr

J. L. Bainbridge & Co
Client First Capital
Raymond James Financial
FC Advisory
Grantvest Financial Group
BIP Wealth
Amplius Wealth Advisors
Envestnet Asset Management
Crewe Advisors
Jim Saulnier & Associates
Old Mission Capital
Susquehanna International
Commonwealth Equity Services
Blue Sky Capital Consultants Group
Kestra Advisory Services

View all funds holding Ishares Tr