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Ishares Tr shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $487k 22k 22.49
2025-06-30 $432k 19k 22.54
2025-03-31 $309k 14k 22.33
2024-12-31 $235k 11k 22.24

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View all positions for Private Advisor

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