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Ishares Tr shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Ishares Tr (IBHI) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $983k 41k 23.85
2025-06-30 $898k 38k 23.69
2025-03-31 $889k 38k 23.22
2024-12-31 $647k 28k 23.45
2024-09-30 $539k 23k 23.92

More positions owned by Beacon Pointe Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Lennox International (LII)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)

View all positions for Beacon Pointe Advisors

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