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Ishares Tr cmn shares owned by Oxford Financial

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Oxford Financial from 13F filings

Historical chart of Oxford Financial investment in Ishares Tr cmn

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All positions including Ishares Tr cmn held by Oxford Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Oxford Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $16k 152 103.36
2025-06-30 $16k 152 102.91
2023-12-31 $13k 132 98.59
2022-12-31 $94k 970 96.96

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View all positions for Oxford Financial

Top funds holding Ishares Tr cmn

BlackRock
Betterment
LPL Financial
Envestnet Asset Management
FMR
Comprehensive Portfolio Management
Modera Wealth Management
Morgan Stanley
Jpmorgan Chase & Co
3EDGE Asset Management
O'shaughnessy Asset Management
Wealthcare Advisory Partners
Dynasty Wealth Management
Quotient Wealth Partners
Partners Capital Investment Group

View all funds holding Ishares Tr cmn