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Ishares Tr shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $278k 6.6k 41.81

More positions owned by Private Advisor

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Private Advisor

Top funds holding Ishares Tr

Bailard
Franklin Resources
Merriman Wealth Management
Balanced Rock Investment Advisors
Cambridge Investment Research Advisors
Better Money Decisions
LPL Financial
JNBA Financial Advisors
Cetera Investment Advisers
Honkamp Krueger Financial Services
Atlantic Private Wealth
Biltmore Family Office
Mariner Wealth Advisors
Pamela Horwath
Mml Investors Services

View all funds holding Ishares Tr