Cape Ann Savings Bank »

Ishares Tr shares owned by Cape Ann Savings Bank

Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by Cape Ann Savings Bank from 13F filings

Historical chart of Cape Ann Savings Bank investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Cape Ann Savings Bank 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 Cape Ann Savings Bank

Quarter filed Position value Share count Share price at filing
2025-09-30 $242k 5.5k 43.85
2025-06-30 $251k 6.0k 41.50
2025-03-31 $232k 5.9k 39.07

More positions owned by Cape Ann Savings Bank

Ishares Msci Eafe Etf International Equity ETF (EFA)
Ishares Core S&p Mid-cap 400 Etf Exchange Traded Fund (IJH)
Ishares S&p 500 Exchange Traded Fund (IVV)
Ishares Gold Tr Exchange Traded Fund (IAU)
Apple Common Stock (AAPL)
Vanguard Short Term Treasury Etf Fixed Income ETF (VGSH)
Microsoft Corp Common Stock (MSFT)
Alphabet Common Stock (GOOGL)
Ishares Core S&p Small-cap Etf Exchange Traded Fund (IJR)
Amazon.com Common Stock (AMZN)
Nvidia Corporation Common Stock (NVDA)
Johnson & Johnson Common Stock (JNJ)
Applied Materials Common Stock (AMAT)
Select Sector Spdr Tr Xlk Common Stock (XLK)
Procter & Gamble Common Stock (PG)

View all positions for Cape Ann Savings Bank

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