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Ishares Tr shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.2M 267k 23.41
2024-06-30 $1.6M 72k 22.91

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Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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View all positions for Private Advisor

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
Morgan Stanley
Commonwealth Financial Services
Baltimore-Washington Financial Advisors
Wells Fargo & Company
HighTower Advisors
LPL Financial
Royal Bank of Canada
PFG Private Wealth Management
Private Advisor

View all funds holding Ishares Tr