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Ishares Tr shares owned by Private Client Services

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

Historical chart of Private Client Services investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Private Client Services

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.0M 85k 23.13

More positions owned by Private Client Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Harbor Etf Trust Comm All Wea Etf (HGER)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Simplify Exchange Traded Fun Barrier Income (SBAR)
Vanguard Index Fds Mid Cap Etf (VO)
Ssga Active Etf Tr St Str Real Etf (RLY)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Innovator Etfs Trust Equi Dual 15 May

View all positions for Private Client Services

Top funds holding Ishares Tr

LBMC Investment Advisors
Northwestern Mutual Wealth Management Company
Baltimore-Washington Financial Advisors
LPL Financial
Goss Wealth Management
Federation des caisses Desjardins du Quebec
Ironwood Wealth Management
Mutual Advisors
Raymond James Financial
Royal Bank of Canada
Bank of America Corporation
Littlejohn Financial Services
Wells Fargo & Company
BlackRock
Stratos Wealth Partners

View all funds holding Ishares Tr