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Ishares Tr shares owned by Cresset Asset Management

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

Historical chart of Cresset Asset Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Cresset Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $643k 13k 51.52
2025-06-30 $590k 12k 47.69
2025-03-31 $513k 12k 42.78
2024-12-31 $543k 12k 45.30
2024-09-30 $246k 5.6k 44.22

More positions owned by Cresset Asset Management

Arista Networks Com Shs (ANET)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Erie Indty Cl A (ERIE)
Ishares Tr Core S&p500 Etf (IVV)
Reddit Cl A Put Option (RDDT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Meta Platforms Cl A Call Option (META)
Ishares Tr Core Msci Eafe (IEFA)
Palantir Technologies Cl A Put Option (PLTR)
Ishares Tr Core S&p Scp Etf Put Option (IJR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation Put Option (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Cresset Asset Management

Top funds holding Ishares Tr

Sun Life Financial
Becker Capital Management
LPL Financial
Brown Advisory Holdings Incorporated
JNBA Financial Advisors
Raymond James Financial
Better Money Decisions
Alpine Bank Wealth Management
Wharton Business Group
Franklin Resources
Atlantic Private Wealth
BSW Wealth Partners
Thrivent Financial for Lutherans
Biltmore Family Office
Gould Asset Management

View all funds holding Ishares Tr