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Ishares Tr shares owned by Claris Financial

Quarter-by-quarter ownership of Ishares Tr (TLTW) shares owned by Claris Financial from 13F filings

Historical chart of Claris Financial investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Claris Financial

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.5M 64k 23.18

More positions owned by Claris Financial

First Trust Value Dividend Index Etf Uit Exchange Traded (FVD)
Ishares Msci Usa Momntumfct Etf Uit Exchange Traded (MTUM)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
First Trust Capital Strength Etf Uit Exchange Traded (FTCS)
Vanguard Value Etf Uit Exchange Traded (VTV)
Invesco Short Term Treasury Etf Uit Exchange Traded (TBLL)
First Trst Enhncd Shrt Mrty Etf Iv Uit Exchange Traded (FTSM)
Ft Rising Dividend Achievers Etf Uit Exchange Traded (RDVY)
Spdr S&p 500 Etf Uit Exchange Traded (SPY)
Us Treasury 3 Month Billetf Uit Exchange Traded (TBIL)
Ibm Corp Common Stock (IBM)
Jpmorgan Chase & Co Common Stock (JPM)

View all positions for Claris Financial

Top funds holding Ishares Tr

Envestnet Asset Management
Wealth Enhancement Advisory Services
Franklin Resources
Cetera Investment Advisers
LPL Financial
Columbus Macro
Prevail Innovative Wealth Advisors
UBS Group
Morgan Stanley
Emerald Investment Partners
Hamilton Wealth
Assetmark
Royal Bank of Canada
Commonwealth Equity Services
AlphaStar Capital Management

View all funds holding Ishares Tr