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Ishares Tr shares owned by Consolidated Portfolio Review Corp

Quarter-by-quarter ownership of Ishares Tr (IBHG) shares owned by Consolidated Portfolio Review Corp from 13F filings

Historical chart of Consolidated Portfolio Review Corp investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Consolidated Portfolio Review Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Consolidated Portfolio Review Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $522k 23k 22.49
2025-06-30 $491k 22k 22.54
2025-03-31 $448k 20k 22.32
2024-12-31 $411k 19k 22.24
2024-09-30 $370k 16k 22.60
2024-06-30 $334k 15k 22.03
2024-03-31 $282k 13k 22.26

More positions owned by Consolidated Portfolio Review Corp

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Strategy Cl A New (MSTR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
NVIDIA Corporation (NVDA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Amazon (AMZN)
Vanguard World Health Car Etf (VHT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Consolidated Portfolio Review Corp

Top funds holding Ishares Tr

LBMC Investment Advisors
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
LPL Financial
Wells Fargo & Company
Keeler THomas Management
Commonwealth Equity Services
HighTower Advisors
Commonwealth Financial Services
Mutual Advisors
Morgan Stanley
J.w. Cole Advisors
Raymond James Financial
Cetera Investment Advisers
Hurley Capital

View all funds holding Ishares Tr