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Ishares Tr shares owned by Headinvest

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

Historical chart of Headinvest investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Headinvest

Quarter filed Position value Share count Share price at filing
2025-09-30 $643k 27k 23.85
2025-06-30 $639k 27k 23.69
2025-03-31 $644k 28k 23.22
2024-12-31 $562k 24k 23.45
2023-09-30 $101k 4.7k 21.56

More positions owned by Headinvest

Ishares Tr Core S&p Scp Etf (IJR)
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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Whitehall Fds High Div Yld (VYM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Oracle Corporation (ORCL)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Express Company (AXP)
Intuit (INTU)
Vanguard Index Fds Mid Cap Etf (VO)
Wal-Mart Stores (WMT)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Headinvest

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