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Ishares Tr shares owned by Private Advisor

Quarter-by-quarter ownership of Ishares Tr (SVAL) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $533k 16k 33.51
2025-06-30 $396k 13k 31.05
2025-03-31 $384k 13k 30.01
2024-12-31 $399k 12k 32.48
2023-09-30 $205k 7.8k 26.40
2023-06-30 $208k 7.8k 26.69
2023-03-31 $207k 7.8k 26.61