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Ishares Tr shares owned by Wealthsource Partners

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

Historical chart of Wealthsource Partners investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Wealthsource Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $230k 10k 22.92

More positions owned by Wealthsource Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Wealthsource Partners

Top funds holding Ishares Tr

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

View all funds holding Ishares Tr