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Ishares Tr shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 5.7k 42.56
2025-06-30 $249k 6.3k 39.55
2025-03-31 $307k 8.2k 37.63
2024-12-31 $395k 9.6k 41.13
2024-09-30 $444k 11k 41.81
2024-06-30 $385k 10k 37.87
2024-03-31 $275k 7.0k 39.17

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Envestnet Asset Management

Top funds holding Ishares Tr

Colony
Bailard
Franklin Resources
LPL Financial
Highland Financial Advisors
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
HPM Partners

View all funds holding Ishares Tr