Soundview Advisors Inc.’s Ishares Tr Position
Does Soundview Advisors Inc. own Ishares Tr (OEF)? Not currently — the last reported position was 547.2K shares worth $50M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$50M
Q3 2025
Shares
547.2K
% of Portfolio
+17.18%
Quarters Held
1
position exited
Position History OEF
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 547.2K | $50M | +17.18% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Soundview Advisors Inc.’s full portfolio or all institutional holders of OEF.