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Ishares Tr shares owned by Headinvest

Quarter-by-quarter ownership of Ishares Tr (IBHH) 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
2025-09-30 $676k 28k 23.86
2025-06-30 $672k 28k 23.73
2025-03-31 $679k 29k 23.36
2024-12-31 $568k 24k 23.37

More positions owned by Headinvest

Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Whitehall Fds High Div Yld (VYM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Oracle Corporation (ORCL)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Express Company (AXP)
Intuit (INTU)
Vanguard Index Fds Mid Cap Etf (VO)
Wal-Mart Stores (WMT)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Headinvest

Top funds holding Ishares Tr

LBMC Investment Advisors
Baltimore-Washington Financial Advisors
Goss Wealth Management
LPL Financial
Keeler THomas Management
HighTower Advisors
Apollon Wealth Management
Commonwealth Financial Services
Northwestern Mutual Wealth Management Company
Mutual Advisors
Ironwood Wealth Management
Royal Bank of Canada
Littlejohn Financial Services
Commonwealth Equity Services
Morgan Stanley

View all funds holding Ishares Tr