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Ishares Tr shares owned by Cottage Street Advisors

Quarter-by-quarter ownership of Ishares Tr (IBHF) shares owned by Cottage Street Advisors from 13F filings

Historical chart of Cottage Street Advisors investment in Ishares Tr

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All positions including Ishares Tr held by Cottage Street Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Cottage Street Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 69k 23.39
2025-06-30 $1.6M 70k 23.23
2025-03-31 $1.5M 64k 23.22
2024-12-31 $924k 40k 23.15