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Ishares Tr shares owned by Beta Wealth

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

Historical chart of Beta Wealth investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Beta Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $635k 15k 42.56
2025-06-30 $605k 15k 39.55

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American Centy Etf Tr Us Sml Cp Valu (AVUV)
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Ishares Em Mkts Div Etf (DVYE)
Global X Fds Nasdaq 100 Cover (QYLD)
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Ssga Active Etf Tr Blackstone Senr (SRLN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Pimco Dynamic Income SHS (PDI)
Dimensional Etf Trust Emerging Mrktets (DEXC)

View all positions for Beta Wealth

Top funds holding Ishares Tr

Colony
Bailard
Franklin Resources
LPL Financial
Highland Financial Advisors
Better Money Decisions
Biltmore Family Office
JNBA Financial Advisors
Goss Wealth Management
SageView Advisory Group
Raymond James Financial
Atlantic Private Wealth
Magnus Financial Group
Beta Wealth
Jane Street

View all funds holding Ishares Tr