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Ishares Tr shares owned by Private Wealth Asset Management

Quarter-by-quarter ownership of Ishares Tr (TLTW) shares owned by Private Wealth Asset Management from 13F filings

Historical chart of Private Wealth Asset Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Private Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $113k 5.0k 22.67

More positions owned by Private Wealth Asset Management

Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)
Workiva Inc Com Cl A Com Cl A (WK)
Berkshire Hathaway Cl A (BRK.A)
Vanguard Sht-term Inflation-protected Sec Idx Strm Infproidx (VTIP)
Vanguard Real Estate Etf Real Estate Etf (VNQ)
First Tr Exchange-traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY)
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)

View all positions for Private Wealth Asset Management

Top funds holding Ishares Tr

Envestnet Asset Management
LPL Financial
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Franklin Resources
Prevail Innovative Wealth Advisors
Columbus Macro
UBS Group
BlackRock
Emerald Investment Partners
AlphaStar Capital Management
Assetmark
IHT Wealth Management
Hamilton Wealth
Commonwealth Equity Services

View all funds holding Ishares Tr