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Ishares Tr shares owned by Cetera Investment Advisers

Quarter-by-quarter ownership of Ishares Tr (SVAL) shares owned by Cetera Investment Advisers from 13F filings

Historical chart of Cetera Investment Advisers investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Cetera Investment Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Cetera Investment Advisers

Quarter filed Position value Share count Share price at filing
2026-06-30 $251k 6.0k 41.78
2025-03-31 $227k 7.6k 30.01
2024-12-31 $361k 11k 32.48
2024-09-30 $250k 7.8k 32.20
2024-06-30 $221k 7.6k 29.20
2023-09-30 $239k 9.0k 26.40

More positions owned by Cetera Investment Advisers

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Amazon (AMZN)
Capital Group Dividend Value Shs Creat Unit (CGDV)

View all positions for Cetera Investment Advisers

Top funds holding Ishares Tr

Money Concepts Capital Corp
Bank of America Corporation
Prepared Retirement Institute
LPL Financial
Citadel Advisors
Two Sigma Investments
Susquehanna International
Mariner Wealth Advisors
Global Assets Advisory
Apeiron RIA
Royal Bank of Canada
Well Done
Raymond James Financial
NovaPoint Capital
OpenArc Corporate Advisory

View all funds holding Ishares Tr