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Ishares Tr shares owned by Commonwealth Financial Services

Quarter-by-quarter ownership of Ishares Tr (IBHF) shares owned by Commonwealth Financial Services from 13F filings

Historical chart of Commonwealth Financial Services investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Commonwealth Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Commonwealth Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.9M 427k 23.29
2024-06-30 $9.4M 412k 22.88
2024-03-31 $9.7M 425k 22.92
2023-12-31 $9.8M 425k 22.92
2023-09-30 $8.6M 384k 22.53

More positions owned by Commonwealth Financial Services

Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Intermediate Gov (MGOV)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Ibonds 25 Trm Hg (IBHE)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Ibonds 2026 Term (IBHF)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibds Dec28 Etf (IBDT)

View all positions for Commonwealth Financial Services

Top funds holding Ishares Tr

Bank of America Corporation
Cambridge Investment Research Advisors
Ashton Thomas Private Wealth
Northwestern Mutual Wealth Management Company
Ruggaard & Associates
Goss Wealth Management
Wells Fargo & Company
Morgan Stanley
LPL Financial
Commonwealth Financial Services
Baltimore-Washington Financial Advisors
HighTower Advisors
PFG Private Wealth Management
Private Advisor
Cowa

View all funds holding Ishares Tr