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Ishares Tr shares owned by 1 North Wealth Services

Quarter-by-quarter ownership of Ishares Tr (XJR) shares owned by 1 North Wealth Services from 13F filings

Historical chart of 1 North Wealth Services investment in Ishares Tr

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All positions including Ishares Tr held by 1 North Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by 1 North Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.1k 190 42.58
2025-09-30 $8.1k 190 42.56
2025-06-30 $7.5k 190 39.55

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View all positions for 1 North Wealth Services

Top funds holding Ishares Tr

Colony
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Thrivent Financial for Lutherans
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LPL Financial
Highland Financial Advisors
Biltmore Family Office
JNBA Financial Advisors
EP Wealth Advisors
Goss Wealth Management
SageView Advisory Group
Raymond James Financial
Atlantic Private Wealth
Magnus Financial Group
Beta Wealth

View all funds holding Ishares Tr