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Ishares Tr shares owned by Whitney & Company

Quarter-by-quarter ownership of Ishares Tr (ICOP) shares owned by Whitney & Company from 13F filings

Historical chart of Whitney & Company investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Whitney & Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.0M 159k 37.62
2025-06-30 $4.6M 154k 29.90
2025-03-31 $3.9M 152k 25.90
2024-12-31 $3.7M 145k 25.52