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Ishares Tr shares owned by Hm Payson & Co

Quarter-by-quarter ownership of Ishares Tr (IBHF) shares owned by Hm Payson & Co from 13F filings

Historical chart of Hm Payson & Co investment in Ishares Tr

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All positions including Ishares Tr held by Hm Payson & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Hm Payson & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $516k 22k 23.39

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Lam Research Corp Com New (LRCX)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
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Ishares Tr Ibonds 26 Trm Ts (IBTG)

View all positions for Hm Payson & Co

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