IBHF — ISHARES TR

Ownership history in Cornerstone Planning, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Cornerstone Planning, LLC reported a position in ISHARES TR (IBHF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.37% (2025 Q4)
Avg. % of fund
2.37%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 441,148 — — 2.37% $10.2M $22.85
% of Fund (quarterly)    IBHF price (monthly, adj. close)

Other funds also holding IBHF

As of 2025 Q4 — sorted by position size

LITTLEJOHN FINANCIAL SERVICES, INC. 10.28% Mid-American Wealth Advisory Group, Inc. 3Y 9.15% COWA, LLC 3Y 6.62% Ruggaard & Associates LLC 4.76% Keeler Thomas Management LLC 3Y 7Y 4.67% Marathon Mission, Inc. 2.9% ARROW FINANCIAL CORP 3Y 7Y 2.8% FF Advisors,LLC 2.32% PRIVATE CLIENT SERVICES, LLC 1.94% LBMC INVESTMENT ADVISORS, LLC 3Y 7Y 1.57%
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