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Ishares Tr shares owned by Assetmark

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

Historical chart of Assetmark investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Assetmark

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8k 40 43.85
2025-06-30 $1.5k 37 41.51
2025-03-31 $1.4k 37 39.08
2024-12-31 $16k 376 41.84
2024-09-30 $16k 379 42.29
2024-06-30 $15k 368 39.57

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Top funds holding Ishares Tr

Raymond James Financial
Eastern Bank
Mariner Wealth Advisors
Putnam Fl Investment Management
LPL Financial
Bailard
Miracle Mile Advisors
Shira Ridge Wealth Management
Koss-Olinger Consulting
Litman Gregory Asset Management
Franklin Resources
JNBA Financial Advisors
Advisory Services Network
Cary Street Partners Financial
Pensionmark Financial Group

View all funds holding Ishares Tr