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Ishares Tr shares owned by Houlihan Financial Resource Group

Quarter-by-quarter ownership of Ishares Tr (IBDX) 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 $1.7M 66k 25.57

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
Wells Fargo & Company
Capital Advisors
Ameriprise Financial
Summit Financial
Sigma Investment Counselors
Sailer Financial
UBS Group
Klingman & Associates
Goss Wealth Management
Sound View Wealth Advisors Group
HighTower Advisors
MV Capital Management
Us Bancorp

View all funds holding Ishares Tr