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Ishares Tr shares owned by Headinvest

Quarter-by-quarter ownership of Ishares Tr (XJR) 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 $461k 11k 42.56
2025-06-30 $417k 11k 39.55
2025-03-31 $452k 12k 37.62
2024-12-31 $453k 11k 41.13
2023-09-30 $34k 1.1k 32.74