Smartleaf Asset Management »

Ishares Tr shares owned by Smartleaf Asset Management

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

Historical chart of Smartleaf Asset Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Smartleaf Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $168k 3.3k 51.31
2025-06-30 $177k 3.7k 47.39
2025-03-31 $1.5k 35 42.54

More positions owned by Smartleaf Asset Management

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard World Mega Cap Val Etf (MGV)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
JPMorgan Chase & Co. (JPM)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Wisdomtree Tr Us Quality Grow (QGRW)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Smartleaf 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