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Ishares Tr shares owned by Copperleaf Capital

Quarter-by-quarter ownership of Ishares Tr (IBHF) shares owned by Copperleaf Capital from 13F filings

Historical chart of Copperleaf Capital investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Copperleaf Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 62k 23.39

More positions owned by Copperleaf Capital

Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Calamos Etf Tr Callmos Bit Stru (CBOJ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Eos Energy Enterprises Com Cl A (EOSE)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Gold Tr Ishares New (IAU)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Copperleaf Capital

Top funds holding Ishares Tr

Morgan Stanley
LPL Financial
Cambridge Investment Research Advisors
Private Advisor
Wells Fargo & Company
Sterling Financial Group
LBMC Investment Advisors
Northwestern Mutual Wealth Management Company
Arrow Financial Corp.
Straightline Group
Cowa
Mid-American Wealth Advisory Group
Raymond James Financial
Littlejohn Financial Services
Ruggaard & Associates

View all funds holding Ishares Tr