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Ishares Tr shares owned by Commonwealth Financial Services

Quarter-by-quarter ownership of Ishares Tr (IBHG) shares owned by Commonwealth Financial Services from 13F filings

Historical chart of Commonwealth Financial Services investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Commonwealth Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.5M 291k 22.21
2023-09-30 $4.0M 185k 21.53

More positions owned by Commonwealth Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Russell 2000 Etf (IWM)
Ea Series Trust Us Quan Momentum (QMOM)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Ibonds 25 Trm Hg (IBHE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Ibonds 2026 Term (IBHF)
Ishares Tr Msci Eafe Etf (EFA)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Ibonds Dec24 Etf (IBDP)

View all positions for Commonwealth Financial Services

Top funds holding Ishares Tr

Commonwealth Equity Services
Commonwealth Financial Services
LBMC Investment Advisors
Bank of America Corporation
Flow Traders US
Robertson Stephens Wealth Management
Straight Path Wealth Management
IFP Advisors
Thoroughbred Financial Services
Lido Advisors
Raymond James & Associates
M3 Advisory Group
Wrapmanager
GAMMA Investing
Royal Bank of Canada

View all funds holding Ishares Tr