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Ishares Tr shares owned by Optas

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

Historical chart of Optas investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Optas

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.6M 80k 45.15
2023-12-31 $3.2M 81k 39.82
2023-09-30 $3.3M 94k 34.66
2023-06-30 $2.7M 76k 35.95
2023-03-31 $2.3M 70k 33.07

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View all positions for Optas

Top funds holding Ishares Tr

Envestnet Portfolio Solutions
Adviser Investments
SigFig Wealth Management
Jpmorgan Chase & Co
Advisor Group Holdings
Park Avenue Securities
Mackenzie Financial
Hanson McClain Advisors
Financial Connections Group
Spinnaker Trust
Invera Wealth Advisors
Atria Wealth Solutions
Royal Bank of Canada
One Wealth Advisors
Goldman Sachs Group

View all funds holding Ishares Tr