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Ishares Tr shares owned by Highland Financial Advisors

Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Highland Financial Advisors from 13F filings

Historical chart of Highland Financial Advisors investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Highland Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 44k 57.31
2025-06-30 $2.1M 38k 53.93
2025-03-31 $1.5M 32k 46.67
2024-12-31 $489k 9.8k 49.76
2024-09-30 $482k 9.8k 49.04
2024-06-30 $458k 9.8k 46.60

More positions owned by Highland Financial Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
American Centy Etf Tr Avantis Respon U (AVSU)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Highland Financial Advisors

Top funds holding Ishares Tr

Envestnet Asset Management
BlackRock
LPL Financial
Sei Investments
SigFig Wealth Management
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Federation des caisses Desjardins du Quebec
Mackenzie Financial
Park Avenue Securities
Hanson McClain Advisors
Financial Connections Group
Cetera Investment Advisers
Spinnaker Trust
Royal Bank of Canada

View all funds holding Ishares Tr