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Ishares Tr shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Ishares Tr

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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
2025-09-30 $431k 8.4k 51.52
2025-06-30 $308k 6.5k 47.69
2025-03-31 $228k 5.3k 42.78

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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View all positions for Private Advisor

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