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Ishares Tr shares owned by Sovran Advisors

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

Historical chart of Sovran Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Sovran Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 80k 23.83
2025-06-30 $1.4M 63k 22.61

More positions owned by Sovran Advisors

Ishares Tr Core S&p500 Etf (IVV)
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NVIDIA Corporation (NVDA)
Innovator Etfs Trust Us Eqty Ultra B (USEP)
Microsoft Corporation (MSFT)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Amazon (AMZN)

View all positions for Sovran Advisors

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