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Ishares Tr shares owned by Houlihan Financial Resource Group

Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Houlihan Financial Resource Group from 13F filings

Historical chart of Houlihan Financial Resource Group investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Houlihan Financial Resource Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Houlihan Financial Resource Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 79k 22.15
2025-06-30 $3.0M 137k 21.93
2025-03-31 $2.8M 130k 21.72
2024-12-31 $2.6M 123k 21.36
2024-09-30 $2.0M 89k 22.17
2024-06-30 $465k 22k 21.26

More positions owned by Houlihan Financial Resource Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr Series Trust S&p Divid Etf (SDY)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec25 Etf (IBDQ)

View all positions for Houlihan Financial Resource Group

Top funds holding Ishares Tr

Aptus Capital Advisors
Mercer Global Advisors
Capital Investment Advisors
Capital Advisors
Wells Fargo & Company
Morgan Stanley
Raymond James Financial
HighTower Advisors
Royal Bank of Canada
Sigma Investment Counselors
Summit Financial
Klingman & Associates
UBS Group
Us Bancorp
Apollon Wealth Management

View all funds holding Ishares Tr