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Ishares Tr shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Ishares Tr

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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
2025-12-31 $251k 11k 23.67
2025-09-30 $250k 11k 23.86
2025-06-30 $238k 10k 23.73

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View all positions for Private Advisor

Top funds holding Ishares Tr

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

View all funds holding Ishares Tr