Ishares Tr shares owned by Adviser Investments
Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $6.4M | 129k | 49.72 |
| 2024-09-30 | $6.4M | 131k | 49.08 |
| 2024-06-30 | $27M | 584k | 46.58 |
| 2024-03-31 | $25M | 555k | 45.15 |
| 2023-12-31 | $22M | 561k | 39.82 |
| 2023-09-30 | $23M | 649k | 34.66 |
| 2023-06-30 | $23M | 651k | 35.95 |
| 2023-03-31 | $21M | 621k | 33.07 |
| 2022-12-31 | $20M | 616k | 31.79 |
| 2022-09-30 | $16M | 556k | 28.02 |