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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

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

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Quarterly reported holdings in Ishares Tr by CWM

Quarter filed Position value Share count Share price at filing
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

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding Ishares Tr

Wrapmanager
Commonwealth Equity Services
Royal Bank of Canada
Straight Path Wealth Management
Raymond James Financial Services Advisors
Lido Advisors
Jane Street
BSW Wealth Partners
Bank Of Montreal
Bank of America Corporation
Wells Fargo & Company
Global Retirement Partners
Bradley & Co. Private Wealth Management
Advisor Group Holdings
IFP Advisors

View all funds holding Ishares Tr