Beta Wealth »

Ishares Tr shares owned by Beta Wealth

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

Historical chart of Beta Wealth investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Beta Wealth 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 Beta Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $629k 14k 44.65
2025-09-30 $620k 14k 43.85
2025-06-30 $601k 15k 41.50

More positions owned by Beta Wealth

Gmo Etf Trust Gmo Intl Quality (QLTI)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Exchange Traded Fd T S&p 500 Vlu Momn (SPVM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Em Mkts Div Etf (DVYE)
Global X Fds Nasdaq 100 Cover (QYLD)
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ssga Active Etf Tr State Street Bla (SRLN)
Dimensional Etf Trust Emerging Mrktets (DEXC)
J P Morgan Exchange Traded F Realty Income Et (JPRE)

View all positions for Beta Wealth

Top funds holding Ishares Tr

Raymond James Financial
LPL Financial
Mariner Wealth Advisors
Eastern Bank
Putnam Fl Investment Management
Bailard
Miracle Mile Advisors
Litman Gregory Asset Management
Koss-Olinger Consulting
Thrivent Financial for Lutherans
Harbour Investments
Franklin Resources
JNBA Financial Advisors
Advisory Services Network
Cary Street Partners Financial

View all funds holding Ishares Tr