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Ishares Tr shares owned by Waterloo Capital

Quarter-by-quarter ownership of Ishares Tr (IBTK) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $228k 12k 19.42

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Microsoft Corporation (MSFT)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Spdr Portfolio Intermediate Term Treasury Etf Portfli Intrmdit (SPTI)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)

View all positions for Waterloo Capital

Top funds holding Ishares Tr

Wells Fargo & Company
Atwood & Palmer
Nottingham Advisors
Bank of America Corporation
Waycross Investment Management
Envestnet Asset Management
Raymond James & Associates
Krilogy Financial
UBS Group
Legacy Private Trust
Royal Bank of Canada
Probity Advisors
Cetera Investment Advisers
LPL Financial
Accretive Wealth Partners

View all funds holding Ishares Tr