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Ishares Tr shares owned by Summit Asset Management

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

Historical chart of Summit Asset Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Summit Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $365k 16k 22.95

More positions owned by Summit Asset Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Internl Divid (SCHY)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds 27 Etf (IBDS)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Ibonds Dec 29 (IBDU)

View all positions for Summit Asset Management

Top funds holding Ishares Tr

LPL Financial
Morgan Stanley
Arrow Financial Corp.
LBMC Investment Advisors
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Cowa
Mid-American Wealth Advisory Group
Straightline Group
Bank of America Corporation
Federation des caisses Desjardins du Quebec
Raymond James Financial
Private Advisor
Littlejohn Financial Services
Hurley Capital

View all funds holding Ishares Tr