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Ishares Tr shares owned by Klaas Financial Asset Advisors

Quarter-by-quarter ownership of Ishares Tr (IBHG) shares owned by Klaas Financial Asset Advisors from 13F filings

Historical chart of Klaas Financial Asset Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Klaas Financial Asset Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Klaas Financial Asset Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $479k 21k 22.49
2025-06-30 $535k 24k 22.54
2025-03-31 $562k 25k 22.33
2024-12-31 $275k 12k 22.24

More positions owned by Klaas Financial Asset Advisors

iShares S&P Total U.S. Stock Market ETF Etf (ITOT)
iShares 5-10 Year Investment Grade Corporate Bond ETF Etf (IGIB)
iShares MSCI International Developed Markets ETF Etf (IDEV)
iShares 1-5 Year Investment Grade Corporate Bond ETF Etf (IGSB)
Dimensional Emerging Markets ETF Etf (DFEM)
JP Morgan U.S. Momentum Factor ETF Etf (JMOM)
iShares 3-7 Year Treasury Bond ETF Etf (IEI)
Vanguard Dividend Appreciation ETF Etf (VIG)
iShares 1-3 Year Treasury Bond ETF Etf (SHY)
iShares MSCI International Momentum Factor ETF Etf (IMTM)
iShares MSCI International Quality Factor ETF Etf (IQLT)
iShares 10 Year Investment Grade Corporate Bond ETF Etf (IGLB)
iShares U.S. Treasury Bond ETF Etf (GOVT)
BlackRock Short Duration Bond ETF Etf (NEAR)
iShares ESG Aware MSCI U.S. Stock Market ETF Etf (ESGU)

View all positions for Klaas Financial Asset Advisors

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