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Ishares Tr shares owned by Assetmark

Quarter-by-quarter ownership of Ishares Tr (XJR) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Assetmark

Quarter filed Position value Share count Share price at filing
2026-06-30 $422 8 52.75
2025-03-31 $640 17 37.65

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View all positions for Assetmark

Top funds holding Ishares Tr

Keybank National Association
Colony
Bailard
LPL Financial
Invera Wealth Advisors
Highland Financial Advisors
Franklin Resources
Biltmore Family Office
Brown Advisory Holdings Incorporated
Citadel Advisors
Bank of New York Mellon
Creative Planning
JNBA Financial Advisors
Atlantic Private Wealth
Pathway Financial Advisors

View all funds holding Ishares Tr