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iShares FTSE NAREIT Real Est 50 Ind shares owned by Bellwether Advisors

Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Bellwether Advisors from 13F filings

Historical chart of Bellwether Advisors investment in iShares FTSE NAREIT Real Est 50 Ind

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE NAREIT Real Est 50 Ind held by Bellwether Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE NAREIT Real Est 50 Ind by Bellwether Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.3M 61k 54.29
2023-09-30 $4.7M 100k 47.18

More positions owned by Bellwether Advisors

Select Sector Spdr Tr Technology (XLK)
Ishares Tr Us Hlthcare Etf (IYH)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Indl (XLI)
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN)
Ishares Tr Msci Usa Min Vol (USMV)
Vertex Pharmaceuticals Incorporated (VRTX)
Ishares Tr Us Consm Staples (IYK)
Cigna Corp (CI)
McKesson Corporation (MCK)
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR)
Broadcom (AVGO)

View all positions for Bellwether Advisors

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

Charles Schwab Investment Advisory
Us Bancorp
DiMeo Schneider & Associates
CI Private Wealth
Bank of America Corporation
Rsm Us Wealth Management
Mission Wealth Management
Wealth Enhancement Advisory Services
Charles Schwab Trust
Heritage Financial Services
Rockbridge Investment Management, LCC
HighTower Advisors
Advisory Alpha
HPM Partners
Financial & Tax Architects

View all funds holding iShares FTSE NAREIT Real Est 50 Ind