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Ishares Tr shares owned by Austin Private Wealth

Quarter-by-quarter ownership of Ishares Tr (IBHI) shares owned by Austin Private Wealth from 13F filings

Historical chart of Austin Private Wealth investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Austin Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $251k 11k 23.85
2025-06-30 $275k 12k 23.69
2025-03-31 $271k 12k 23.22
2024-12-31 $211k 9.0k 23.45

More positions owned by Austin Private Wealth

Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Nuveen Ice Munic (TFI)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for Austin Private Wealth

Top funds holding Ishares Tr

LBMC Investment Advisors
Northwestern Mutual Wealth Management Company
Goss Wealth Management
Morgan Stanley
Keeler THomas Management
Commonwealth Financial Services
Commonwealth Equity Services
Littlejohn Financial Services
Baltimore-Washington Financial Advisors
LPL Financial
Stratos Wealth Partners
Bradley & Co. Private Wealth Management
Summit Investment Advisors
Straight Path Wealth Management
Lido Advisors

View all funds holding Ishares Tr