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Ishares Tr shares owned by Commonwealth Financial Services

Quarter-by-quarter ownership of Ishares Tr (IBHI) shares owned by Commonwealth Financial Services from 13F filings

Historical chart of Commonwealth Financial Services investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by Commonwealth Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.5M 314k 23.85
2025-06-30 $7.3M 306k 23.69
2025-03-31 $7.1M 306k 23.22
2024-12-31 $231k 9.8k 23.45

More positions owned by Commonwealth Financial Services

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (UXOC)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Intermediate Gov (MGOV)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Ea Series Trust Us Quan Momentum (QMOM)
Ea Series Trust Freedom 100 Em (FRDM)
NVIDIA Corporation (NVDA)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Ibonds 27 Etf (IBDS)
Microsoft Corporation (MSFT)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 29 (IBDU)

View all positions for Commonwealth Financial Services

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