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Ishares Tr shares owned by Endowment Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBHF) shares owned by Endowment Wealth Management from 13F filings

Historical chart of Endowment Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Endowment Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Endowment Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 65k 23.08

More positions owned by Endowment Wealth Management

Invesco Exchange Traded Gbl Listed Pvt (PSP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
New York Life Investments Nyli Hedge Multi (QAI)
Invesco Exchange Traded S&p500 Quality (SPHQ)
Invesco Exch Traded Fd Tr S&p 500 Momntm (SPMO)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Us Gwt (IUSG)
Circle Internet Group Com Cl A (CRCL)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Intl Equity Index Tt Wrld St Etf (VT)
J P Morgan Exchange Traded Ultra Shrt Etf (JPST)
West Pharmaceutical Services (WST)

View all positions for Endowment Wealth Management

Top funds holding Ishares Tr

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

View all funds holding Ishares Tr