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Ishares Tr cmn shares owned by Perennial Investment Advisors

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Perennial Investment Advisors from 13F filings

Historical chart of Perennial Investment Advisors investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 28k 103.53
2025-06-30 $2.6M 25k 102.92
2023-03-31 $236k 2.4k 99.35
2022-12-31 $333k 3.4k 97.06
2022-09-30 $348k 3.6k 96.27
2022-06-30 $451k 4.5k 100.65

More positions owned by Perennial Investment Advisors

NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Series Trust Msci Usa Strtgic (QUS)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr U.s. Tech Etf (IYW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation Call Option (MSFT)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Perennial Investment Advisors

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