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Ishares Tr shares owned by Summit Investment Advisors

Quarter-by-quarter ownership of Ishares Tr (IBHH) shares owned by Summit Investment Advisors from 13F filings

Historical chart of Summit Investment Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $2.4M 101k 23.58

More positions owned by Summit Investment Advisors

Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Ishares Tr Ibonds 2026 Term (IBHF)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr Rus 1000 Val Etf (IWD)
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)

View all positions for Summit Investment Advisors

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