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Ishares Tr shares owned by Houlihan Financial Resource Group

Quarter-by-quarter ownership of Ishares Tr (IBDW) 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
2025-12-31 $3.2M 152k 21.18
2025-09-30 $454k 21k 21.22
2025-06-30 $347k 17k 20.97

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)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SDY)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

View all positions for Houlihan Financial Resource Group

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