Highland Financial Advisors »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Highland Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $482k 9.8k 49.04
2024-06-30 $458k 9.8k 46.60

More positions owned by Highland Financial Advisors

Spdr Ser Tr 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 Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Avantis Respon U (AVSU)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Highland Financial Advisors

Top funds holding Ishares Tr

Envestnet Asset Management
BlackRock
BlackRock
Envestnet Portfolio Solutions
SigFig Wealth Management
LPL Financial
Sei Investments
Jpmorgan Chase & Co
Park Avenue Securities
Mackenzie Financial
Federation des caisses Desjardins du Quebec
Hanson McClain Advisors
Mml Investors Services
Cetera Investment Advisers
Financial Connections Group

View all funds holding Ishares Tr