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Ishares Tr shares owned by Headinvest

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

Historical chart of Headinvest investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Headinvest

Quarter filed Position value Share count Share price at filing
2024-09-30 $667k 29k 23.41
2023-09-30 $144k 6.5k 22.35

More positions owned by Headinvest

Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Procter & Gamble Company (PG)
Vanguard Whitehall Fds High Div Yld (VYM)
Novo-nordisk A S Adr (NVO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Large Cap Etf (VV)
Fiserv (FI)
Accenture Plc Ireland Shs Class A (ACN)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Intuit (INTU)
Danaher Corporation (DHR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
American Express Company (AXP)
Wal-Mart Stores (WMT)

View all positions for Headinvest

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