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Ishares Tr shares owned by Theory Financial

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

Historical chart of Theory Financial investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Theory Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $305k 6.2k 49.19
2024-06-30 $258k 5.5k 46.58
2024-03-31 $254k 5.6k 45.15

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard World Financials Etf (VFH)
Select Sector Spdr Tr Communication (XLC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Vanguard World Inf Tech Etf (VGT)
Schwab Strategic Tr Us Tips Etf (SCHP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Select Sector Spdr Tr Sbi Int-utils (XLU)

View all positions for Theory Financial

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