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Ishares Tr shares owned by Hamel Associates

Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Hamel Associates from 13F filings

Historical chart of Hamel Associates investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Hamel Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 85k 21.15

More positions owned by Hamel Associates

Schwab Strategic Tr Internl Divid (SCHY)
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Alphabet Cap Stk Cl C (GOOG)
Johnson & Johnson (JNJ)
Exxon Mobil Corporation (XOM)
Ishares Tr TRS FLT RT BD (TFLO)
Chubb (CB)
Bank of New York Mellon Corporation (BK)
Microsoft Corporation (MSFT)
Merck & Co (MRK)
ConocoPhillips (COP)
Procter & Gamble Company (PG)
Illinois Tool Works (ITW)
Chevron Corporation (CVX)

View all positions for Hamel Associates

Top funds holding Ishares Tr

Aptus Capital Advisors
Capital Investment Advisors
Capital Advisors
Venture Visionary Partners
Raymond James Financial
Sarver Vrooman Wealth Advisors
Wells Fargo & Company
Ameriprise Financial
Mercer Global Advisors
Summit Financial
Sigma Investment Counselors
UBS Group
Advisors Capital Management
Klingman & Associates
Golub Group

View all funds holding Ishares Tr