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Ishares Tr shares owned by Optas

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

Historical chart of Optas investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Optas

Quarter filed Position value Share count Share price at filing
2024-03-31 $216k 5.5k 39.18
2023-12-31 $293k 7.7k 38.26
2023-09-30 $448k 14k 33.08
2023-06-30 $321k 9.2k 35.02
2023-03-31 $538k 16k 33.92

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View all positions for Optas

Top funds holding Ishares Tr

Franklin Resources
Cambridge Investment Research Advisors
Jane Street
Bailard
Better Money Decisions
Honkamp Krueger Financial Services
JNBA Financial Advisors
Atlantic Private Wealth
Goldman Sachs Group
D.A. Davidson & Co.
Pathway Financial Advisors
Gould Asset Management
Veracity Capital
Magnus Financial Group
Armbruster Capital Management

View all funds holding Ishares Tr