Private Advisor »

Ishares Tr shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.0M 47k 41.84
2024-09-30 $1.9M 46k 42.29
2024-06-30 $1.3M 33k 39.57

More positions owned by Private Advisor

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Amazon (AMZN)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Private Advisor

Top funds holding Ishares Tr

Bank of America Corporation
Raymond James Financial
Eastern Bank
Raymond James & Associates
Mariner Wealth Advisors
Bailard
Koss-Olinger Consulting
Pensionmark Financial Group
Shira Ridge Wealth Management
LPL Financial
Franklin Resources
Francis Financial
Raymond James Financial Services Advisors
JNBA Financial Advisors
Commonwealth Equity Services

View all funds holding Ishares Tr