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Ishares Tr shares owned by Bullock Wealth Management Group

Quarter-by-quarter ownership of Ishares Tr (IBHG) shares owned by Bullock Wealth Management Group from 13F filings

Historical chart of Bullock Wealth Management Group investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Bullock Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Bullock Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $500k 23k 21.99
2025-12-31 $352k 16k 22.32

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View all positions for Bullock Wealth Management Group

Top funds holding Ishares Tr

UBS Group
LBMC Investment Advisors
Arrow Financial Corp.
LPL Financial
Wells Fargo & Company
Federation des caisses Desjardins du Quebec
Raymond James Financial
Bank of America Corporation
Cetera Investment Advisers
Morgan Stanley
J.w. Cole Advisors
Concurrent Investment Advisors
Ironwood Wealth Management
BlackRock
Kestra Private Wealth Services

View all funds holding Ishares Tr