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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

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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
2025-09-30 $6.1M 261k 23.39
2025-06-30 $3.0M 129k 23.23
2025-03-31 $3.2M 136k 23.22
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