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Ishares Tr shares owned by Invera Wealth Advisors

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

Historical chart of Invera Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Invera Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.3M 54k 43.54

More positions owned by Invera Wealth Advisors

Ishares Tr Ishs 5-10yr Invt (IGIB)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Ishares Tr Esg Awre Usd Etf (SUSC)
Ishares Tr Egsadvncdmsci Em (EMXF)
Ishares Tr Esg Eafe Etf (DMXF)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Lam Research Corp Com New (LRCX)
TJX Companies (TJX)
Trane Technologies SHS (TT)
Ishares Tr Future Ai & Tech (ARTY)

View all positions for Invera Wealth Advisors

Top funds holding Ishares Tr

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

View all funds holding Ishares Tr