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Ishares Tr shares owned by Basepoint Wealth

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

Historical chart of Basepoint Wealth investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Basepoint Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.2k 50 23.40

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Top funds holding Ishares Tr

LBMC Investment Advisors
Northwestern Mutual Wealth Management Company
Morgan Stanley
HighTower Advisors
Goss Wealth Management
Baltimore-Washington Financial Advisors
Commonwealth Equity Services
Scissortail Wealth Management
LPL Financial
Bank of America Corporation
Mutual Advisors
Littlejohn Financial Services
Delta Wealth Advisors
Ironwood Wealth Management
Stratos Wealth Partners

View all funds holding Ishares Tr