CWM »

Ishares Tr shares owned by CWM

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

Historical chart of CWM investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $29k 1.2k 23.46
2025-06-30 $21k 902 23.28
2025-03-31 $26k 1.1k 22.97
2024-12-31 $21k 902 23.28
2024-09-30 $22k 902 24.39
2024-06-30 $21k 902 23.28
2024-03-31 $21k 902 23.28
2023-12-31 $21k 902 23.28
2023-09-30 $20k 902 22.17
2023-06-30 $20k 902 22.17
2023-03-31 $20k 902 22.17