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Ishares Tr shares owned by Whittier Trust

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

Historical chart of Whittier Trust investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Whittier Trust

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.8k 294 23.14

More positions owned by Whittier Trust

Nvidia Corporation common (NVDA)
Microsoft Corp common (MSFT)
Apple common (AAPL)
Alphabet common (GOOG)
Amazon common (AMZN)
Ishares Tr common (IVV)
Spdr S&p 500 Etf Tr common (SPY)
Broadcom common (AVGO)
Jpmorgan Chase & Co. common (JPM)
Meta Platforms common (META)
Visa common (V)
Ishares Tr common (IJH)
Eli Lilly & Co common (LLY)
Berkshire Hathaway Inc Del common (BRK.B)
Servicenow common (NOW)

View all positions for Whittier Trust

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