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Ishares Tr shares owned by LBMC Investment Advisors

Quarter-by-quarter ownership of Ishares Tr (IBMS) shares owned by LBMC Investment Advisors from 13F filings

Historical chart of LBMC Investment Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr by LBMC Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 110k 26.08
2025-06-30 $1.5M 60k 25.66
2025-03-31 $475k 19k 25.40

More positions owned by LBMC Investment Advisors

iShares S&P 500 Index (IVV)
Invesco S&p 500 Equal Weight Etf (RSP)
iShares Russell 2000 Index (IWM)
Ishares High Dividend Equity F (HDV)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares MSCI EAFE Index Fund (EFA)
Ishares Tr (IBHH)
Ishares Tr (IBHG)
iShares Dow Jones Select Dividend (DVY)
Vanguard Europe Pacific ETF (VEA)
Ishares Tr (IBHF)
Vanguard High Dividend Yield ETF (VYM)
Ishares Tr (IBHI)
iShares S&P SmallCap 600 Index (IJR)
Hca Holdings (HCA)

View all positions for LBMC Investment Advisors

Top funds holding Ishares Tr

Mercer Global Advisors
Hartland & Co
Vishria Bird Financial Group
HighTower Advisors
Us Bancorp
Summit Financial
Praetorian Wealth Management
Coldstream Capital Management
Nestegg Advisors
Moseley Investment Management
LBMC Investment Advisors
Quantum Financial Advisors
CliftonLarsonAllen Wealth Advisors
Central Trust & Investment
Union Bankshares

View all funds holding Ishares Tr