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Ishares Tr shares owned by Mutual Advisors

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

Historical chart of Mutual Advisors investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Mutual Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $232k 5.1k 45.37

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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
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Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
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Eli Lilly & Co. (LLY)
NVIDIA Corporation Put Option (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Amazon Put Option (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Mutual Advisors

Top funds holding Ishares Tr

Bank of America Corporation
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
Harbour Investments
Keybank National Association
Franklin Resources
Advisory Services Network
JNBA Financial Advisors

View all funds holding Ishares Tr