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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Root Financial Partners

Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Tip: Access up to 7 years of quarterly data

All positions including iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.2M 30k 106.70
2025-09-30 $2.4M 23k 106.78
2025-06-30 $639k 6.0k 106.34
2025-03-31 $374k 3.5k 105.60
2024-12-31 $404k 3.8k 105.48
2024-09-30 $420k 4.0k 106.19

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Dimensional Us Real Estate Etf Etf (DFAR)
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Dimensional International Value Etf Etf (DFIV)
Apple Stock (AAPL)
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View all positions for Root Financial Partners

Top funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Mercer Global Advisors
Bank of New York Mellon
Creative Planning
Sei Investments
The Allstate Corporation
Northwestern Mutual Wealth Management Company
Tiaa Trust, National Association
Franklin Resources
Captrust Financial Advisors
UBS Group
LPL Financial
Ameriprise Financial
Mariner Wealth Advisors
Envestnet Asset Management
NISA Investment Advisors

View all funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF