HPM Partners »

Ishares Tr shares owned by HPM Partners

Quarter-by-quarter ownership of Ishares Tr (XJR) shares owned by HPM Partners from 13F filings

Historical chart of HPM Partners investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by HPM Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $575k 14k 42.56
2025-06-30 $534k 14k 39.55

More positions owned by HPM Partners

Vanguard Index Fds Etf (VOO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corp Stock (MSFT)
iShares S&P 500 Index (IVV)
Spdr S&p 500 Etf (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Etf (IEFA)
Amazon Stock (AMZN)
Broadcom (AVGO)
Procter & Gamble Company (PG)
Alphabet Stock (GOOGL)
Alphabet Stock (GOOG)
Ishares Tr Etf (QUAL)
Meta Platforms Stock (META)

View all positions for HPM Partners

Top funds holding Ishares Tr

Colony
Bailard
Franklin Resources
LPL Financial
Highland Financial Advisors
Better Money Decisions
Biltmore Family Office
JNBA Financial Advisors
Goss Wealth Management
SageView Advisory Group
Raymond James Financial
Atlantic Private Wealth
Magnus Financial Group
Beta Wealth
Jane Street

View all funds holding Ishares Tr