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Ishares Tr shares owned by HPM Partners

Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by HPM Partners from 13F filings

Historical chart of HPM Partners investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by HPM Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $653k 8.6k 75.74
2025-06-30 $642k 8.6k 74.44

More positions owned by HPM Partners

Vanguard Index Fds Etf (VOO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corp Stock (MSFT)
iShares S&P 500 Index (IVV)
Spdr S&p 500 Etf (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Etf (IEFA)
Amazon Stock (AMZN)
Broadcom (AVGO)
Procter & Gamble Company (PG)
Alphabet Stock (GOOGL)
Alphabet Stock (GOOG)
Ishares Tr Etf (QUAL)
Meta Platforms Stock (META)

View all positions for HPM Partners

Top funds holding Ishares Tr

BlackRock
TrueNorth
Sei Investments
SigFig Wealth Management
Flow Traders US
Hanson McClain Advisors
Adviser Investments
Values Added Financial
Accredited Investors
Bailard
Financial Connections Group
Jpmorgan Chase & Co
HighTower Advisors
Jane Street
Invera Wealth Advisors

View all funds holding Ishares Tr