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Ishares Tr shares owned by Private Client Services

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

Historical chart of Private Client Services investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Private Client Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.2M 137k 23.15
2024-09-30 $3.1M 132k 23.41
2024-06-30 $2.8M 123k 22.91
2024-03-31 $2.8M 121k 23.06
2023-12-31 $1.8M 78k 22.92

More positions owned by Private Client Services

First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Tr Ibonds 2026 Term (IBHF)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Microsoft Corporation (MSFT)

View all positions for Private Client Services

Top funds holding Ishares Tr

Bank of America Corporation
Morgan Stanley
Cambridge Investment Research Advisors
Private Advisor
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Ashton Thomas Private Wealth
Ruggaard & Associates
Baltimore-Washington Financial Advisors
LBMC Investment Advisors
Commonwealth Financial Services
LPL Financial
Mid-American Wealth Advisory Group
Raymond James Financial
Cowa

View all funds holding Ishares Tr