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Ishares Tr shares owned by CX Institutional

Quarter-by-quarter ownership of Ishares Tr (IBHG) shares owned by CX Institutional from 13F filings

Historical chart of CX Institutional investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by CX Institutional

Quarter filed Position value Share count Share price at filing
2025-09-30 $20k 901 22.20

More positions owned by CX Institutional

iShares ETFs/USA Etp (SGOV)
iShares ETFs/USA Etp (IEFA)
State Street ETF/USA Etp (SPTI)
Vanguard ETF/USA Etp (BNDX)
iShares ETFs/USA Etp (IVE)
Vanguard ETF/USA Etp (VO)
Apple (AAPL)
iShares ETFs/USA Etp (IVV)
Vanguard ETF/USA Etp (MGK)
Vanguard ETF/USA Etp (VB)
State Street ETF/USA Etp (SPMB)
State Street ETF/USA Etp (SPBO)
iShares ETFs/USA Etp (IWF)
iShares ETFs/USA Etp (IUSG)
Microsoft Corporation (MSFT)

View all positions for CX Institutional

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