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Ishares Tr shares owned by Hamel Associates

Quarter-by-quarter ownership of Ishares Tr (IBDX) 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
2026-03-31 $553k 22k 25.27

More positions owned by Hamel Associates

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

View all positions for Hamel Associates

Top funds holding Ishares Tr

Aptus Capital Advisors
Capital Investment Advisors
Morgan Stanley
Wells Fargo & Company
Capital Advisors
Bank of America Corporation
Summit Financial
Sigma Investment Counselors
UBS Group
Sailer Financial
Royal Bank of Canada
Ameriprise Financial
Sound View Wealth Advisors Group
Klingman & Associates
HighTower Advisors

View all funds holding Ishares Tr