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Ishares Tr shares owned by Headinvest

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

Historical chart of Headinvest investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Headinvest

Quarter filed Position value Share count Share price at filing
2024-12-31 $802k 36k 22.24
2024-09-30 $635k 28k 22.60

More positions owned by Headinvest

Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Procter & Gamble Company (PG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds High Div Yld (VYM)
Fiserv (FI)
Vanguard Index Fds Large Cap Etf (VV)
Accenture Plc Ireland Shs Class A (ACN)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
American Express Company (AXP)
Novo-nordisk A S Adr (NVO)
Intuit (INTU)
Wal-Mart Stores (WMT)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Headinvest

Top funds holding Ishares Tr

Northwestern Mutual Wealth Management Company
LBMC Investment Advisors
Commonwealth Equity Services
HighTower Advisors
Commonwealth Financial Services
Mutual Advisors
LPL Financial
Bank of America Corporation
GAMMA Investing
Raymond James Financial
Morgan Stanley
Lido Advisors
Straight Path Wealth Management
Cetera Investment Advisers
IFP Advisors

View all funds holding Ishares Tr