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

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Quarterly reported holdings in Ishares Tr by Adviser Investments

Quarter filed Position value Share count Share price at filing
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