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Ishares Tr shares owned by Private Client Services

Quarter-by-quarter ownership of Ishares Tr (IBHF) shares owned by Private Client Services from 13F filings

Historical chart of Private Client Services investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Private Client Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Private Client Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 121k 23.06
2023-12-31 $1.8M 78k 22.92

More positions owned by Private Client Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 100 Etf (OEF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pacer Fds Tr Pacer Us Small (CALF)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)

View all positions for Private Client Services

Top funds holding Ishares Tr

Cambridge Investment Research Advisors
Bank of America Corporation
Ashton Thomas Private Wealth
Ruggaard & Associates
Commonwealth Financial Services
Baltimore-Washington Financial Advisors
HighTower Advisors
PFG Private Wealth Management
Wells Fargo & Company
FF Advisors
Mutual Advisors
Royal Bank of Canada
Scissortail Wealth Management
Private Client Services
Lido Advisors

View all funds holding Ishares Tr