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Ishares Tr shares owned by Rebalance

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

Historical chart of Rebalance investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Rebalance

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 47k 23.39
2025-06-30 $1.0M 44k 23.23
2025-03-31 $997k 43k 23.22
2024-12-31 $530k 23k 23.15

More positions owned by Rebalance

Schwab U.s. Broad Market Etf Etf (SCHB)
Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)
Vanguard Real Estate Etf Etf (VNQ)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)

View all positions for Rebalance

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