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Ishares Tr shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $11k 257 42.58
2025-06-30 $10k 257 39.55
2025-03-31 $9.7k 257 37.63

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Top funds holding Ishares Tr

Colony
Bailard
Thrivent Financial for Lutherans
Franklin Resources
LPL Financial
Highland Financial Advisors
Biltmore Family Office
JNBA Financial Advisors
EP Wealth Advisors
Goss Wealth Management
SageView Advisory Group
Raymond James Financial
Atlantic Private Wealth
Magnus Financial Group
Beta Wealth

View all funds holding Ishares Tr