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Ishares Tr shares owned by Capital Advantage

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

Historical chart of Capital Advantage investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Capital Advantage

Quarter filed Position value Share count Share price at filing
2025-12-31 $247k 5.5k 44.65
2025-03-31 $262k 6.3k 41.83
2024-12-31 $262k 6.3k 41.83

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View all positions for Capital Advantage

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